How big is Fiduciary Wise, LLC's plan?

Fiduciary Wise, LLC's plan reported $351K in assets and 7 participants for 2025.

Original filing (PDF)20260505104339NAL0000633507001

Fiduciary Wise, LLC

Name: Fiduciary Wise, LLC — Fiduciary Wise 401(k) Plan, Form 5500 (2025)
Creator: Fiduciary Wise, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fiduciary Wise 401(k) Plan

401(k) retirement plan · Fiduciary Wise, LLC's Fiduciary Wise 401(k) Plan held $351K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

People on this filing

T R BICK signed Fiduciary Wise, LLC's 2025 Form 5500 as plan administrator.

T R BICK — Plan Administrator — Form 5500 signer
T R BICK — Employer / Plan Sponsor — 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's EIN is 81-3799174.

EIN 81-3799174

Plan number 002

Plan year 2025

ACK ID 20260505104339NAL0000633507001

Official Form 5500 document

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

Download the official 2025 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