Plan Snapshot
- Plan Sponsor: Fiduciary Wise, LLC (EIN 923047404)
- Plan Type: 401(k)
- Total Participants: 1,513
- Total Assets: $75.8M
- Sponsor State: AZ
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,513 | $75.8M | $2.2M | $5.3M |
| 2023 | 415 | $7.2M | $332,035 | $579,269 |
Service Providers
- METZ CPA, PLLC — Accountant / Independent Qualified Public Accountant