Spend Life Wisely Company, Inc. 401(k) Plan: Login, Facts & Contact Information
Spend Life Wisely Company, Inc. 401(k) Login
738 former Spend Life Wisely Company, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Spend Life Wisely Company, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $23.2 million went into the plan in contributions, $7.09 million of it from the employer (31%).
- $31.2 million was paid out to participants.
- Investment and other income added $45.4 million.
- Administrative expenses were $169,139, about $66 per account.
How the Spend Life Wisely Company, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,724 | $174.5 million | $2.83 million | $8.11 million |
| 2020 | 1,968 | $216.7 million | $4.00 million | $8.16 million |
| 2021 | 2,130 | $294.2 million | $4.39 million | $10.2 million |
| 2022 | 2,388 | $317.8 million | $7.13 million | $14.0 million |
| 2023 | 2,646 | $326.1 million | $9.23 million | $27.4 million |
| 2024 | 2,701 | $363.2 million | $7.09 million | $31.2 million |
Spend Life Wisely Company, Inc. 401(k) Contact Information
Questions about the Spend Life Wisely Company, Inc. 401(k)
Does Spend Life Wisely Company, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.09 million, 31% of all contributions.
Does the Spend Life Wisely Company, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Spend Life Wisely Company, Inc 401(k) plan?
2,701 participants at the start of plan year 2024, 1,858 of them active employees, and 738 former employees who still had money in the plan.
What is the average 401(k) balance at Spend Life Wisely Company, Inc?
About $141,064 per account: $363.2 million in plan assets across 2,575 accounts with a balance at the end of plan year 2024.
Who manages the Spend Life Wisely Company, Inc 401(k) accounts?
BOK Financial (listed on the filing as BOKF, NA) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Spend Life Wisely Company, Inc. How do I access my 401(k)?
Your account stays with BOK Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.