How big is Fiduciary Wise, LLC's plan?

Fiduciary Wise, LLC's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20251013144027NAL0001444657001

Fiduciary Wise, LLC

Name: Fiduciary Wise, LLC — The Erisa Total Solutions, Form 5500 (2024)
Creator: Fiduciary Wise, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Erisa Total Solutions 401(k) Plan Gregory C. Thiel, DDS PLLC

401(k) retirement plan · Fiduciary Wise, LLC's The Erisa Total Solutions 401(k) Plan Gregory C. Thiel, DDS PLLC held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Fiduciary Wise, LLC's EIN is 32-0229476.

EIN 32-0229476

Plan number 342

Plan year 2024

ACK ID 20251013144027NAL0001444657001

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