# Fiduciary Wise, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fiduciary-wise-llc-401k-plan-001-7404

> Fiduciary Wise, LLC's 401(k) plan: 1,513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

## Similar Plans

- [Equality Health, LLC](https://planprovider.pro/companies/equality-health-llc-401k-plan) — 533 participants

- [Intra Edge, INC.](https://planprovider.pro/companies/intra-edge-inc-401k-plan) — 575 participants

- [Health Services Holdings, INC.](https://planprovider.pro/companies/health-services-holdings-inc-401k-plan) — 589 participants

- [The Money Source](https://planprovider.pro/companies/the-money-source-401k-plan) — 937 participants

- [Aam. LLC](https://planprovider.pro/companies/aam-llc-401k-plan) — 1,205 participants

- [Swca, Incorporated](https://planprovider.pro/companies/swca-incorporated-plan) — 1,557 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fiduciary-wise-llc-401k-plan-001-7404)

© 2026 PlanProvider.Pro