What public Form 5500 filings show about the Fiduciary Wise, LLC FBO the Learning Institute for Functional Educatio 401(k) plan — and how to find and check your own account.
Fiduciary Wise, LLC FBO the Learning Institute for Functional Educatio (EIN 81-4644496) reports DCPRO 401K MEP FIDUCIARY WISE, LLC on its most recent Form 5500, with $277K in plan assets across 28 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 FBO the Learning Institute for Functional Educatio filing — schedules, fees, and providers.
Fiduciary Wise, LLC FBO the Learning Institute for Functional Educatio’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 FBO the Learning Institute for Functional EducatioHR for the recordkeeper’s name and login.
