Plan Ledger DOL Form 5500 · updated monthly

Wrike, Inc.401(k)

WRIKE, INC. 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Wrike, Inc. reported $9,254 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,067 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 2 years on file its reported administrative ratio rose from 0.01% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,481st-largest of 9,483 plans among California employers on file, and the 5,325th of 11,654 in professional & technical services. In 2024, employees put in $3.18 for every $1.00 the employer contributed; active participation has shrunk from 337 to 184 since 2022.

Plan summary
Net assets, end of year$21,251,714
Participants with balances282
Active participants184
Employer contributions$748,350
Employee contributions$2,381,336
Employer contribution per active participant$4,067
Average account balance$75,361
Benefits paid to participants$2,637,678
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.3M · 282 accts · $748K emplr
2023$18.0M · 264 accts · $1.2M emplr
2022$12.6M · 289 accts · $483K emplr
Administrative expenses, itemized · 2024
Investment management$13,027
Total administrative$9,254
The Wrike, Inc. 401(k) match · 2024
Employer contribution per active participant$4,067
Median for plans this size$2,416
2024$4,067 per active participant
2023$6,197 per active participant
2022$1,433 per active participant

Wrike, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,027
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$9,254 · 0.05%
2023$4,805 · 0.03%
2022$1,867 · 0.01%
Same employer
Similar plansProfessional & Technical Services · California
Clever Inc. CA$21.4M · 0.22%
Lucidworks, Inc. CA$21.4M · 0.14%
Ecorp Consulting Inc CA$21.4M · 0.23%
Selman Breitman LLP CA$21.4M · 0.42%
Linea Solutions, Inc. CA$21.2M · 0.13%
Azul Systems, Inc. CA$21.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273013858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.