Plan Snapshot
- Plan Sponsor: Fiduciary Wise, LLC
- Sponsor EIN: 923047404
- Sponsor Address: 2487 SOUTH GILBERT ROAD, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 1,513
- Total Assets: $75.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
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 (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| INWEST RETIREMENT SOLUTIONS | Recordkeeper | $14,816 | — | $14,816 |
| NATIONWIDE | Custodian / Trustee | $12,022 | — | $12,022 |
| IFAM CAPITAL LLC | Investment Advisor | $10,356 | — | $10,356 |
| FIDUCIARY WISE, LLC | Other Service Provider | $7,623 | — | $7,623 |
| PENSION FINANCIAL SEVICES | Recordkeeper | $7,234 | — | $7,234 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Custodian / Trustee
- IFAM CAPITAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,051
- Estimated Expense Ratio: 0.069% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $292,557 | $292,557 | — | — | — |
| 2023 | $32,689 | $17,008 | $7,178 | — | — |