How big is Fiser Wealth Management, LLC's plan?

Fiser Wealth Management, LLC's plan reported $358K in assets and 3 participants for 2025.

Original filing (PDF)20260416064427NAL0021005201001

Fiser Wealth Management, LLC

Name: Fiser Wealth Management, LLC — Fiser Wealth, Form 5500 (2025)
Creator: Fiser Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fiser Wealth Management 401(k) Plan

401(k) retirement plan · Fiser Wealth Management, LLC's Fiser Wealth Management 401(k) Plan held $358K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

People on this filing

KY Fiser signed Fiser Wealth Management, LLC's 2025 Form 5500 as plan administrator.

KY Fiser — 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

Fiser Wealth Management, LLC's EIN is 46-0607574.

EIN 46-0607574

Plan number 001

Plan year 2025

ACK ID 20260416064427NAL0021005201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fiser Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fiser Wealth Management, 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 FISER WEALTH MANAGEMENT, 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