How big is Fiduciary Wise, LLC's plan?

Fiduciary Wise, LLC's plan reported $5.1M in assets and 55 participants for 2024.

Original filing (PDF)20251002083826NAL0000151235002

Fiduciary Wise, LLC

Name: Fiduciary Wise, LLC — The 401(k) Solution FBO Prime, Form 5500 (2024)
Creator: Fiduciary Wise, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The 401(k) Solution FBO Prime Solutions Group, Inc.

401(k) retirement plan · Fiduciary Wise, LLC's The 401(k) Solution FBO Prime Solutions Group, Inc. held $5.1M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Tom BICK signed Fiduciary Wise, LLC's 2024 Form 5500 as plan administrator.

Tom BICK — 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's EIN is 20-8269430.

EIN 20-8269430

Plan number 333

Plan year 2024

ACK ID 20251002083826NAL0000151235002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fiduciary Wise, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score