Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Fiduciary Wise LLC
Fiduciary Wise LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $108,511
Assets of those plans
$245,836,814
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$108,511
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 6 |
| 31 | Named fiduciary | 2 |
| 26 | Investment advisory (participants) | 2 |
| 49 | Other services | 1 |
| 23 | Insurance services | 1 |
| 15 | Recordkeeping and information management | 1 |
| 14 | Plan administrator | 1 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sun Auto Tire & Service, Inc. 401(k) Plan | Sun Auto Tire & Service | $54,798,135 | 1,459 | $22,700 |
| Gentry Locke Rakes & Moore, LLP Cash OR Deferred Profit Sharing Plan | Gentry Locke Rakes & Moore | $47,938,258 | 203 | $20,000 |
| SDM Retirement Planrecordkeeper | Fiduciary Wise | $40,753,400 | 969 | $17,883 |
| Time Manufacturing Company 401(k) Plan | Time Manufacturing | $33,206,623 | 1,015 | $11,000 |
| The Buckner Company 401(k) Profit Sharing Plan | Buckner | $23,411,233 | 174 | $7,582 |
| Fetzers' Inc. 401(k) Profit Sharing Plan | Fetzers' | $22,532,822 | 187 | $8,500 |
| Attebury Grain, LLC 401(k) Plan | Attebury Grain | $8,350,260 | 154 | $6,000 |
| Crestone Services Group 401(k) Plan | Crestone Services Group | $5,612,966 | 257 | $4,246 |
| John B Hancock 401(k) Plan | Hancock Roofing & Construction LLC DBA Hancock Claims Consultants | $4,817,639 | 158 | $5,000 |
| Busco, Inc. 401(k) Plan and Trust | Busco | $4,415,478 | 118 | $5,600 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.