Liran Sender signed Workrise Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workrise Technologies, Inc.'s EIN is 46-5175744.
Download the official 2024 Form 5500 (PDF) for Workrise Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workrise Technologies, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $182K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $56K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $9.8M | 12.8% | |
| Fidelity | Mutual Funds | — | — | $9.7M | 12.8% | |
| Fidelity | Mutual Funds | — | — | $9.7M | 12.7% | |
| Fidelity | Mutual Funds | — | — | $8.7M | 11.5% | |
| Fidelity | Mutual Funds | — | — | $7.8M | 10.2% | |
| Fidelity | Mutual Funds | — | — | $5.2M | 6.8% | |
| Fidelity | Mutual Funds | — | — | $4.2M | 5.5% | |
| Fidelity | Mutual Funds | — | — | $3.7M | 4.8% | |
| Fidelity | Mutual Funds | — | — | $2.8M | 3.7% | |
| Fidelity | Mutual Funds | — | — | $2.0M | 2.6% | |
| Participant loans** | Participant loans | — | — | $1.4M | 1.9% | |
| Fidelity | Mutual Funds | — | — | $1.2M | 1.6% | |
| Fidelity | Mutual Funds | — | — | $1.1M | 1.5% | |
| Fidelity | Mutual Funds | — | — | $1.1M | 1.4% | |
| Fidelity | Mutual Funds | — | — | $965K | 1.3% | |
| Fidelity | Mutual Funds | — | — | $910K | 1.2% | |
| Fidelity | Mutual Funds | — | — | $789K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $771K | 1.0% | |
| Fidelity | Mutual Funds | — | — | $630K | 0.8% | |
| Fidelity | Mutual Funds | — | — | $564K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $550K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $536K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $507K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $386K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $273K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $198K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $180K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $151K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $126K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $104K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $71K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $19K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $41 | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVILLE CPAS & ADVISORS, L.L.C. | 90-0525804 | — | ACCOUNTANT/AUDITOR | $34K | — |
