How big is Fiduciary Wise, LLC FBO CMS Group LLC's plan?

Fiduciary Wise, LLC FBO CMS Group LLC's plan reported $76K in assets and 2 participants for 2024.

Original filing (PDF)20250717110331NAL0000239440001

Fiduciary Wise, LLC FBO CMS Group LLC

Name: Fiduciary Wise, LLC FBO CMS Group LLC — Breakthrough, Form 5500 (2024)
Creator: Fiduciary Wise, LLC FBO CMS Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Breakthrough 401(k) Plan Fiduciary Wise, LLC

401(k) retirement plan · Fiduciary Wise, LLC FBO CMS Group LLC's Breakthrough 401(k) Plan Fiduciary Wise, LLC held $76K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

People on this filing

Jennifer Brown signed Fiduciary Wise, LLC FBO CMS Group LLC's 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 CMS Group LLC's EIN is 84-2105822.

EIN 84-2105822

Plan number 347

Plan year 2024

ACK ID 20250717110331NAL0000239440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise, LLC FBO CMS Group LLC'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 CMS GROUP 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