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  1. Companies/
  2. Fiduciary Management, Inc.

Filings through Oct 24, 2026.

Fiduciary Management, Inc.

EIN 39-1346018-investment management-Latest filing 2025
Plans
1
Retirement
1
$62.8M assets
Health & Benefits
0
Participants
29
100 E. WISCONSIN AVENUE, STE 2200 - MILWAUKEE, WI 53202414-226-4545fiduciarymgt.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001Profit-sharing-$62.8M - 29 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

FIDUCIARY MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Profit-sharing

Assets$62.8M
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FIDUCIARY MANAGEMENT, INC. PROFIT SHARING PLAN & TRUSTProfit-sharing$62.8M292025
  • FIDUCIARY MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST$62.8M
    #001 · Profit-sharing · 202529
Retirement plans
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