How big is Fiduciary Wise's plan?

Fiduciary Wise's plan reported $242K in assets and 68 participants for 2024.

Original filing (PDF)20251014152733NAL0004391568001

Fiduciary Wise

Name: Fiduciary Wise — The Erisa Total Solutions Plan FBO, Form 5500 (2024)
Creator: Fiduciary Wise
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Erisa Total Solutions Plan FBO Inspired HH Holdings

401(k) retirement plan · Fiduciary Wise's The Erisa Total Solutions Plan FBO Inspired HH Holdings held $242K in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

Plan identifiers

Fiduciary Wise's EIN is 87-1051775.

EIN 87-1051775

Plan number 342

Plan year 2024

ACK ID 20251014152733NAL0004391568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise'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.

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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

Knocking points off