Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| 3 | |
| 3 | |
| 2 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Fiduciary Wise, LLC Preferred Employer Plan II · all filings | GILBERT, AZ | Other service providers | 1,513 | $75.8M | $0 | $4K |
| Fiduciary Wise, LLC SDM Retirement Plan · all filings | GILBERT, AZ | Other service providers | 872 | $40.8M | $14K | $0 |
| Fiduciary Wise, LLC SDM Retirement Plan · all filings | GILBERT, AZ | Other service providers | 752 | $33.3M | $5K | $0 |
| Fiduciary Wise, LLC FBO Jesse Engineering Company Ekstra 401(k) Plan FBO Jesse Engineering Company · all filings | GILBERT, AZ | Advisor / Consultant | 80 | $15.0M | $1K | $0 |
| C. S. Davidson, Inc. C. S. Davidson, Inc. Employee Stock Ownership Plan · all filings | YORK, PA | Other service providers | 69 | $9.0M | $5K | $0 |
| C. S. Davidson, Inc. C. S. Davidson, Inc. Employee Stock Ownership Plan · all filings | YORK, PA | Other service providers | 78 | $7.9M | $4K | $0 |
| C. S. Davidson, Inc. C. S. Davidson, Inc. Employee Stock Ownership Plan · all filings | YORK, PA | Other service providers | 79 | $7.7M | $4K | $0 |
