Assets by plan
Share of aggregate retirement assets
Filings through .
Fiduciary Wise, LLC Fbo Sbbps Retirement Plan
EIN 81-3799174financial servicesLatest filing 2025
Plans
4
Retirement
4
$59.3M assets
Health & Benefits
0
Participants
2,231
2487 S. GILBERT, SUITE 106-454 - GILBERT, AZ 85295602-975-0281fiduciarywise.comLinkedIn1-10 employeesfinancial services
Retirement portfolio analytics
4 plans aggregated / $59.3M assets / 2,231 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NATIONWIDE$40.8M
- (Not disclosed)$2.4M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SDM RETIREMENT PLAN
401(k)
Assets$40.8M
Participants1,197
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#401
IOWA SENIOR 401(K) POOLED EMPLOYER PLAN
401(k)
Assets$16.2M
Participants986
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#349
SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC
401(k)
Assets$2.0M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIDUCIARY WISE 401(K) PLAN
401(k)
Assets$351K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SDM RETIREMENT PLAN | 401(k) | $40.8M | 1,197 | 2024 |
| #401 | IOWA SENIOR 401(K) POOLED EMPLOYER PLAN | 401(k) | $16.2M | 986 | 2025 |
| #349 | SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC | 401(k) | $2.0M | 41 | 2025 |
| #002 | FIDUCIARY WISE 401(K) PLAN | 401(k) | $351K | 7 | 2025 |
- SDM RETIREMENT PLAN$40.8M#003 · 401(k) · 20241,197
- #401 · 401(k) · 2025986
- #349 · 401(k) · 202541
- #002 · 401(k) · 20257
Retirement plans