How big is Fiduciary Wise, LLC's plan?

Fiduciary Wise, LLC's plan reported $4.5M in assets and 23 participants for 2025.

Original filing (PDF)20260511114929NAL0005920177002

Fiduciary Wise, LLC

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

Form 5500-SF

FILING_RECEIVED

Ekstra 401(k) Plan for Intracommunications Network Systems

401(k) retirement plan · Fiduciary Wise, LLC's Ekstra 401(k) Plan for Intracommunications Network Systems held $4.5M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

ERIK Olson signed Fiduciary Wise, LLC's 2025 Form 5500 as plan administrator.

ERIK Olson — 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's EIN is 91-1347724.

EIN 91-1347724

Plan number 300

Plan year 2025

ACK ID 20260511114929NAL0005920177002

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