T R BICK signed Fiduciary Wise, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fiduciary Wise, LLC's EIN is 81-3799174.
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)Fiduciary Wise, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | — | SERVICE PROVIDER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC. | — | PLYMOUTH, IN | TPA | $218K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Flex Focus Moderate Retirement Fund Mutual Fund | Other securities | — | — | $12.6M | 31.0% | |
| Flex Focus Moderate 2045 Fund Mutual Fund | Other securities | — | — | $5.7M | 14.0% | |
| Flex Focus Moderate 2035 Fund Mutual Fund | Other securities | — | — | $5.7M | 13.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.9M | 9.5% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.6M | 6.3% | |
| Flex Focus Moderate 2055 Fund Mutual Fund | Other securities | — | — | $1.8M | 4.3% | |
| Participant Loans Interest rates from 4.25% to 10.25% $0 | Bonds / Notes | — | — | $988K | 2.4% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $970K | 2.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $916K | 2.2% | |
| Flex Focus Aggressive 2045 Fund Mutual Fund | Other securities | — | — | $909K | 2.2% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $814K | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $512K | 1.3% | |
| Flex Focus Aggressive 2055 Fund Mutual Fund | Other securities | — | — | $450K | 1.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $435K | 1.1% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $400K | 1.0% | |
| Nationwide Fixed Selection Option Guaranteed Investment Contract | Stable Value | — | — | $322K | 0.8% | |
| Flex Focus Aggressive Retirement Fund Mutual Fund | Other securities | — | — | $316K | 0.8% | |
| Flex Focus Conservative 2045 Fund Mutual Fund | Other securities | — | — | $267K | 0.7% | |
| Flex Focus Aggressive 2035 Fund Mutual Fund | Other securities | — | — | $252K | 0.6% | |
| Flex Focus Aggressive 2065 Fund Mutual Fund | Other securities | — | — | $204K | 0.5% | |
| Flex Focus Moderate 2065 Fund Mutual Fund | Other securities | — | — | $163K | 0.4% | |
| Fidelity Emerging Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $155K | 0.4% | |
| Flex Focus Conservative 2035 Fund Mutual Fund | Other securities | — | — | $152K | 0.4% | |
| Flex Focus Conservative Retirement Fund Mutual Fund | Other securities | — | — | $139K | 0.3% | |
| Self Directed Brokerage Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $120K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $61K | 0.1% | |
| Flex Focus Conservative 2055 Fund Mutual Fund | Other securities | — | — | $17K | <0.1% | |
| Flex Focus Conservative 2065 Fund Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Federated Hermes Government Obligations Fund Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE, LLC | — | GILBERT, AZ | SERVICE PROVIDER | $18K | — |
| COUNSEL TRUST COMPANY | — | YORK, PA | SERVICE PROVIDER | $14K | — |
| IFAM CAPITAL | — | FORT COLLINS, CO | SERVICE PROVIDER | $5K | — |
