Worldwise, Inc. 401(k) Plan: Login, Facts & Contact Information

Worldwise, Inc. 401(k) Plan Facts

Plan name
PETWISE 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WORLDWISE HOLDINGS, INC.
Participants
619 (402 active employees)
Former employees with a balance
51
Plan assets
$9,106,317 at Dec 31, 2024
Average account balance
$52,036 across 175 accounts
Employer contributions
$234,113 in plan year 2024 (12% of all contributions)
Recordkeeper
Merrill Lynch Pierce Fenner & Smith
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.91 million went into the plan in contributions, $234,113 of it from the employer (12%).
  • $796,960 was paid out to participants.
  • Investment and other income added $1.10 million.
  • Administrative expenses were $37,913, about $217 per account.

How the Worldwise, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019122$6.01 million$98,514$1.37 million
202099$6.86 million$91,403$680,951
202196$7.94 million$99,609$567,045
2022108$6.07 million$118,254$1.33 million
2023503$7.09 million$169,106$1.02 million
2024619$9.11 million$234,113$796,960

Worldwise, Inc. 401(k) Contact Information

Phone
415-526-8309
Mailing address
6 HAMILTON LANDING SUITE 150, NOVATO CA 94949
Plan sponsor
WORLDWISE HOLDINGS, INC.
Employer identification number (EIN)
68-0246753
Plan number
001

Questions about the Worldwise, Inc. 401(k)

Does Worldwise, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $234,113, 12% of all contributions.

Does the Worldwise, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Worldwise, Inc 401(k) plan?

619 participants at the start of plan year 2024, 402 of them active employees, and 51 former employees who still had money in the plan.

What is the average 401(k) balance at Worldwise, Inc?

About $52,036 per account: $9.11 million in plan assets across 175 accounts with a balance at the end of plan year 2024.

Who manages the Worldwise, Inc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH PIERCE FENNER & SMITH) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Worldwise, Inc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine 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.

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