Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$244K
- Life$244K
- Short-term disability$244K
- Long-term disability$244K
- Other$244K
Sponsor portfolio
WISDOMTREE, INC.
EIN 13-3487784financial servicesLatest filing 2025
Plans
2
Retirement
1
$45.1M assets
Welfare
1
$244K premiums
Participants
498
250 WEST 34TH STREET, 3RD FLOOR - NEW YORK, NY 10119212-801-2080LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $244K premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WISDOMTREE, INC 401(K) RETIREMENT PLAN
401k
Assets$45.1M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WISDOMTREE, INC. WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$244K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WISDOMTREE, INC 401(K) RETIREMENT PLAN | 401k | $45.1M | 263 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WISDOMTREE, INC. WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $244K | 235 | 2025 |
Retirement plans
Welfare plans