Plan Snapshot
- Plan Sponsor: Fiduciary Wise, LLC Fbo Jesse Engineering Company
- Sponsor EIN: 910978113
- Sponsor Address: 2487 S. GILBERT RD., SUITE 106-454, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 80 | $15.0M | $269,103 | $411,316 |
| 2023 | 74 | $13.9M | $244,902 | $374,557 |
| 2022 | 77 | $13.6M | $33,920 | $46,210 |
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 |
|---|---|---|---|---|
| DWYER, PEMBERTON & COULSON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DWYER, PEMBERTON & COULSON, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $87,154 | — | — | — | — |
| 2023 | $96,568 | $65,501 | $5,341 | — | — |
| 2022 | $26,352 | $25,844 | $508 | — | — |