FIDUCIARY WISE, LLC 401(k) Plan
What public Form 5500 filings show about the FIDUCIARY WISE, LLC 401(k) plan — and how to find and check your own account.
The FIDUCIARY WISE, LLC 401(k) on its latest Form 5500
FIDUCIARY WISE, LLC (EIN 71-0637996) reports 401(K) OF OZARKS GREGORY COMPANY, INC. on its most recent Form 5500, with $793K in plan assets across 23 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.
Who runs the FIDUCIARY WISE, LLC 401(k)?
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.
How to check your FIDUCIARY WISE, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FIDUCIARY WISE, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).