Original filing (PDF)20251013142251NAL0002173376001

Fiduciary Wise, LLC FBO JM Constructions Solutions

Name: Fiduciary Wise, LLC FBO JM Constructions Solutions — Form 5500 Plan 340 (2024)
Creator: Fiduciary Wise, LLC FBO JM Constructions Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPR Advisor K MEP Fiduciary Wise, LLC

401(k) retirement plan · Fiduciary Wise, LLC FBO JM Constructions Solutions' CPR Advisor K MEP Fiduciary Wise, LLC held $540K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$540K

Net assets (EOY)

$540K

People on this filing

Jennifer Brown signed Fiduciary Wise, LLC FBO JM Constructions Solutions' 2024 Form 5500 as plan administrator.

Jennifer Brown — 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 JM Constructions Solutions' EIN is 81-1136629.

EIN 81-1136629

Plan number 340

Plan year 2024

ACK ID 20251013142251NAL0002173376001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise, LLC FBO JM Constructions Solutions' 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 JM CONSTRUCTIONS SOLUTIONS.

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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