How big is Fiduciary Wise, LLC's plan?

Fiduciary Wise, LLC's plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20251013125357NAL0002881650001

Fiduciary Wise, LLC

Name: Fiduciary Wise, LLC — Erisa Total Solutions 401(k), Form 5500 (2024)
Creator: Fiduciary Wise, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erisa Total Solutions 401(k) Plan W. a Waterman & Co.

401(k) retirement plan · Fiduciary Wise, LLC's Erisa Total Solutions 401(k) Plan W. a Waterman & Co. held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Fiduciary Wise, LLC's EIN is 73-1099211.

EIN 73-1099211

Plan number 342

Plan year 2024

ACK ID 20251013125357NAL0002881650001

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