Original filing (PDF)20230913114101NAL0013479763001

Fiduciary Wise, LLC

Name: Fiduciary Wise, LLC — The Erisa Total Plan Solutions, Form 5500 (2022)
Creator: Fiduciary Wise, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Erisa Total Plan Solutions 401(k) for ARCH Brokerage, Inc.

401(k) retirement plan · Fiduciary Wise, LLC's The Erisa Total Plan Solutions 401(k) for ARCH Brokerage, Inc. filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Fiduciary Wise, LLC's EIN is 43-1903427.

EIN 43-1903427

Plan number 342

Plan year 2022

ACK ID 20230913114101NAL0013479763001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

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