· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
USERWISE, LLC (FKA USERWISE, INC.) — USERWISE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241015220043NAL0015455971001
USERWISE, LLC (FKA USERWISE, INC.)
Form 5500-SF
FILING_RECEIVED
USERWISE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
13
Accounts w/ balance
22
Plan assets (EOY)
$532K
Net assets (EOY)
$532K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
USERWISE, LLC (FKA USERWISE, INC.)
.
Find decision makers
Plan sponsor
Name
USERWISE, LLC (FKA USERWISE, INC.)
EIN
47-3610336
Address
10 ALMADEN BLVD. · SUITE 600 · SAN JOSE, CA · 95110
Phone
(650) 460-8913
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
SEVENTH DIMENSION, LLC
SEVENTH DIMENSION, LLC 401(K) PLAN
$532K · 110 participants
ORGANIZATION SYSTEMS, INC.
OSI 401(K) PROFIT SHARING PLAN
$532K · 2 participants
PAGE ENGINEERING, INC.
PAGE ENGINEERING, INC. 401(K) PLAN
$532K · 5 participants
CRITERIA FOR SUCCESS
CRITERIA FOR SUCCESS 401K PS PLAN
$532K · 2 participants
GUSH EDUCATION KG2, LLC
GUSH EDUCATION KG2, LLC PROFIT SHARING PLAN
$532K · 32 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RICHMOND CONSTRUCTION CONSULTING
RICHMOND CONSTRUCTION CONSULTING 401(K) PLAN
$533K · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
