Fiduciary Wise LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fiduciary Wise LLC
  • Sponsor EIN: 336622948
  • Sponsor Address: 2487 SOUTH GILBERT ROAD, GILBERT, AZ, 85295
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $710,439

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$710,439$46,000$109,787