How big is Fiduciary Wise, LLC FBO Sbbps Retirement Plan's plan?

Fiduciary Wise, LLC FBO Sbbps Retirement Plan's plan reported $1.5M in assets and 33 participants for 2024.

Original filing (PDF)20251015150257NAL0002509379001

Fiduciary Wise, LLC FBO Sbbps Retirement Plan

Name: Fiduciary Wise, LLC FBO Sbbps Retirement Plan — Form 5500 Plan 349 (2024)
Creator: Fiduciary Wise, LLC FBO Sbbps Retirement Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sbbps Retirement Plan Fiduciary Wise LLC

401(k) retirement plan · Fiduciary Wise, LLC FBO Sbbps Retirement Plan's Sbbps Retirement Plan Fiduciary Wise LLC held $1.5M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kristi Dalley signed Fiduciary Wise, LLC FBO Sbbps Retirement Plan'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 Sbbps Retirement Plan's EIN is 81-3799174.

EIN 81-3799174

Plan number 349

Plan year 2024

ACK ID 20251015150257NAL0002509379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise, LLC FBO Sbbps Retirement Plan'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 SBBPS RETIREMENT PLAN.

Finding similar companies…

Plan health score

Above-average plan

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