T R BICK signed Fiduciary Wise LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fiduciary Wise LLC's EIN is 33-6622948.
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)Fiduciary Wise LLC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya | Other securities | — | — | $710K | 100.0% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND WILMINGTON TRUST FUNDS · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $529K | 74.5% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND WILMINGTON TRUST FUNDS · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $62K | 8.7% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND WILMINGTON TRUST FUNDS · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $31K | 4.3% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND WILMINGTON TRUST FUNDS · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $13K | 1.8% | |
| MYCOMPASS AMERICAN FUNDS 2010 FUND WILMINGTON TRUST FUNDS · EIN 38-7271363 / PN 001 | Common Collective Trust | — | — | $9K | 1.2% | |
| JPMORGAN LRG CP GROWTH FND R6 JP MORGAN FUNDS · EIN 04-3215039 / PN 000 | Common Collective Trust | — | — | $4K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
