Plan Snapshot
- Plan Sponsor: Fiduciary Wise, LLC Fbo Kahoots, INC.
- Sponsor EIN: 330630459
- Sponsor Address: 2487 S. GILBERT RD., SUITE 106-454, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $0 | $101,713 |
| 2023 | 142 | $575,507 | $120,750 | $282,726 |
| 2022 | 131 | $148,780 | $148,780 | $0 |
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 |
|---|---|---|---|---|
| GARRETY AND ASSOCIATES CPA LLC | Auditor | — | — | $0 |
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 | $5,186 | — | $5,186 | — | — |
| 2023 | $18,449 | — | $18,449 | — | — |
| 2022 | — | — | — | — | — |