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 27-1779984) reports THE ERISA TOTAL SOLUTIONS 401K PLAN FOR J BLUE TRUCKING, INC. on its most recent Form 5500, with $236K in plan assets across 2 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, LLC.HR for the recordkeeper’s name and login.
