FIDUCIARY WISE, LLC
EIN 81-3799174GILBERT, AZ
FIDUCIARY WISE, LLC (EIN 81-3799174) has filed 4 Form 5500 plans with the U.S. Department of Labor, covering $55.3M in plan assets and 1,757 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
4
Participants
1,757
Total assets
$55.3M
A FIDUCIARY WISE, LLC employee? See the FIDUCIARY WISE, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 81-3799174
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SDM RETIREMENT PLAN | 003 | 872 | $40.8M |
| IOWA SENIOR 401(K) POOLED EMPLOYER PLAN | 401 | 846 | $12.7M |
| SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC | 349 | 33 | $1.5M |
| FIDUCIARY WISE 401(K) PLAN | 002 | 6 | $300K |
Service providers reported by FIDUCIARY WISE, LLC
COUNSEL TRUSTNATIONWIDEIFAM CAPITALSTEELE CAPITAL MANAGEMENTLATITUDE SERVICEEPIC RETIREMENT PLAN SERVICESFIDUCIARY WISE
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
81-3799174 is the Employer Identification Number (EIN) FIDUCIARY WISE, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?