How big is Fiduciary Wise, LLC FBO Shocking Difference, LLC's plan?

Fiduciary Wise, LLC FBO Shocking Difference, LLC's plan reported $820K in assets and 13 participants for 2024.

Original filing (PDF)20251006114215NAL0001825075001

Fiduciary Wise, LLC FBO Shocking Difference, LLC

Name: Fiduciary Wise, LLC FBO Shocking Difference, LLC — Form 5500 Plan 337 (2024)
Creator: Fiduciary Wise, LLC FBO Shocking Difference, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

My Future 401(k) Plan Fiduciary Wise, LLC

401(k) retirement plan · Fiduciary Wise, LLC FBO Shocking Difference, LLC's My Future 401(k) Plan Fiduciary Wise, LLC held $820K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

People on this filing

Kristi Dalley signed Fiduciary Wise, LLC FBO Shocking Difference, LLC's 2024 Form 5500 as plan administrator.

Kristi Dalley — 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 FBO Shocking Difference, LLC's EIN is 68-0645287.

EIN 68-0645287

Plan number 337

Plan year 2024

ACK ID 20251006114215NAL0001825075001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO SHOCKING DIFFERENCE, LLC

EIN

all filings

Address

2487 SOUTH GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295

Phone

(480) 855-4017

Industry

Electrical Contractors· Construction

Plan administrator