# Fiduciary Wise, LLC Fbo Psn Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fiduciary-wise-llc-fbo-psn-services-llc-401k-plan

> Fiduciary Wise, LLC Fbo Psn Services, LLC's 401(k) plan: 806 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 Fbo Psn Services, LLC

- **Sponsor EIN:** 824690433

- **Sponsor Address:** 2487 S. GILBERT ROAD, GILBERT, AZ, 85295

- **Plan Type:** 401(k)

- **Total Participants:** 806

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|806|$11.8M|$1.1M|$1.8M|

| 2023|792|$9.4M|$1.0M|$1.7M|

| 2022|907|$7.2M|$968,951|$1.6M|

## 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|

| CPR FINANCIAL & INSURANCE SERVICES|ADVISOR|$54,713|—|$54,713|

| FUTUREBENEFITS OF AMERICA|RECORDKEEPER|$41,495|—|$41,495|

| FIDUCIARY WISE, LLC|FIDUCIARY|$10,943|—|$10,943|

| BRYN MAWR CAPITAL MANAGEMENT|3(38)|$5,471|—|$5,471|

| JASON UNDERWOOD CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $112,622

- **Estimated Expense Ratio:** 0.951% 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|$132,533|—|—|—|—|

| 2023|$102,289|—|—|—|—|

| 2022|$83,747|—|—|—|$83,747|

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