Original filing (PDF)20230724201158NAL0010998608001

Fiduciary Wise, LLC FBO Merrill & Brousseau

Name: Fiduciary Wise, LLC FBO Merrill & Brousseau — Form 5500 Plan 339 (2022)
Creator: Fiduciary Wise, LLC FBO Merrill & Brousseau
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Gateway 401(k) Plan Fiduciary Wise, LLC

401(k) retirement plan · Fiduciary Wise, LLC FBO Merrill & Brousseau's The Gateway 401(k) Plan Fiduciary Wise, LLC filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kristi Dalley signed Fiduciary Wise, LLC FBO Merrill & Brousseau's 2022 Form 5500 as plan administrator.

Kristi Dalley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fiduciary Wise, LLC FBO Merrill & Brousseau's EIN is 06-1024021.

EIN 06-1024021

Plan number 339

Plan year 2022

ACK ID 20230724201158NAL0010998608001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Fiduciary Wise, LLC FBO Merrill & Brousseau from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Fiduciary Wise, LLC FBO Merrill & Brousseau's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO MERRILL & BROUSSEAU.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score