What public Form 5500 filings show about the Fiduciary Wise, LLC 401(k) plan — and how to find and check your own account.
Fiduciary Wise, LLC (EIN 20-1914530) reports THE ERISA TOTAL SOLUTIONS 401(K) PLAN BEHAVIOR KEYS on its most recent Form 5500, with $74K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Fiduciary Wise, LLC filing — schedules, fees, and providers.
Fiduciary Wise, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Fiduciary Wise, LLCHR for the recordkeeper’s name and login.
