How big is Userwise, LLC (FKA Userwise, Inc.)'s plan?

Userwise, LLC (FKA Userwise, Inc.)'s plan reported $532K in assets and 13 participants for 2023.

Original filing (PDF)20241015220043NAL0015455971001

Userwise, LLC (FKA Userwise, Inc.)

Name: Userwise, LLC (FKA Userwise, Inc.) — Userwise, Inc., Form 5500 (2023)
Creator: Userwise, LLC (FKA Userwise, Inc.)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Userwise, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Userwise, LLC (FKA Userwise, Inc.)'s Userwise, Inc. 401(k) Profit Sharing Plan and Trust held $532K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

Plan identifiers

Userwise, LLC (FKA Userwise, Inc.)'s EIN is 47-3610336.

EIN 47-3610336

Plan number 001

Plan year 2023

ACK ID 20241015220043NAL0015455971001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Userwise, LLC (FKA Userwise, Inc.) from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Userwise, LLC (FKA Userwise, Inc.)'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for USERWISE, LLC (FKA USERWISE, INC.).

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

USERWISE, LLC (FKA USERWISE, INC.)

EIN

all filings

Address

10 ALMADEN BLVD. · SUITE 600 · SAN JOSE, CA · 95110

Phone

(650) 460-8913

Industry

Professional & Technical Services

Plan administrator