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Original filing (PDF)20251003220407NAL0001759377013
WIZEHIRE INCORPORATED
Form 5500
FILING_RECEIVED
WIZEHIRE INCORPORATED 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
64
Accounts w/ balance
116
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Mutual Fund" is 39% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIZEHIRE INCORPORATED.
Plan sponsor
Name
WIZEHIRE INCORPORATED
EIN
47-2062567
Address
5030 INKER STREET · HOUSTON, TX · 77007
Phone
(713) 560-2926
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON +JOHNSTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $2.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Mutual Fund | — | — | — | $1.0M | 38.5% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $445K | 16.6% | |
| Vanguard Group Growth Index Mutual Fund | — | — | — | $323K | 12.1% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $309K | 11.6% | |
| Vanguard Emerging Markets Stock Admiral Mutual Fund | — | — | — | $225K | 8.4% | |
| Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund | — | — | — | $111K | 4.2% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $104K | 3.9% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $70K | 2.6% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $24K | 0.9% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $9K | 0.3% | |
| Participant Loans to participants, bearing interest from 4.5% to 9.5% | — | — | — | $9K | 0.3% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $5K | 0.2% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $5K | 0.2% | |
| Vanguard Group Reserve Fed Money Market Fund Mutual Fund ** 50 Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $2K | <0.1% |
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