Plan Ledger DOL Form 5500 · updated monthly

Workrise Technologies, Inc.401(k)

WORKRISE TECHNOLOGIES, INC. 401(K) PLAN · AUSTIN, TX · plan year 2025

Reported admin expense ratio · 2025
0.31%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Workrise Technologies, Inc. reported $271,936 in plan administrative expenses for 2025: 0.31% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,778 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.66% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 657th-largest of 5,688 plans among Texas employers on file, and the 1,522nd of 11,654 in professional & technical services. In 2025, employees put in $2.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$99,184,417
Participants with balances1,852
Active participants2,849
Employer contributions$5,064,991
Employee contributions$13,392,251
Employer contribution per active participant$1,778
Average account balance$53,555
Benefits paid to participants$14,505,103
Plan auditUnmodified (clean) audit opinion
AuditorSAVILLE CPAS AND ADVISORS, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$99.2M · 1,852 accts · $5.1M emplr
2024$76.2M · 1,681 accts · $4.4M emplr
2023$59.9M · 1,604 accts · $3.9M emplr
2022$46.7M · 1,486 accts · $3.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$168,247
Investment management$72,069
Audit (IQPA)$31,620
Total administrative$271,936
The Workrise Technologies, Inc. 401(k) match · 2025
Employer contribution per active participant$1,778
Median for plans this size$4,093
2025$1,778 per active participant
2024$2,031 per active participant
2023$2,043 per active participant
2022$1,444 per active participant

Workrise Technologies, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$168,247
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$72,069
SAVILLE, DODGEN AND COMPANY, PLLC · Accounting / audit$31,620

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$271,936 · 0.31%
2024$271,570 · 0.40%
2023$182,534 · 0.34%
2022$323,005 · 0.66%
Same employer
Similar plansProfessional & Technical Services · Texas
Omnitracs, LLC TX$101.4M · 0.15%
Virbac Corporation TX$100.0M · 0.14%
Dccm, LLC TX$99.1M · 0.21%
Bazaarvoice, Inc. TX$98.6M · 0.03%
Bonterra, LLC TX$98.2M · 0.18%
Altus Group U.S., Inc. TX$96.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465175744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.