Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDUCIARY WISE, LLC
EIN 81-3799174financial servicesLatest filing 2025
Plans
4
Retirement
4
$55.4M assets
Welfare
0
Participants
2,126
2487 S. GILBERT, SUITE 106-454 - GILBERT, AZ 85295602-975-0281fiduciarywise.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
4 filingsRetirement portfolio analytics
4 plans aggregated / $55.4M assets / 2,126 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- NATIONWIDE74%
- EPIC RETIREMENT PLAN SERVICES23%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SDM RETIREMENT PLAN
401k
Assets$40.8M
Participants1,197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#401
IOWA SENIOR 401(K) POOLED EMPLOYER PLAN
401k
Assets$12.7M
Participants889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#349
SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC
401k
Assets$1.5M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FIDUCIARY WISE 401(K) PLAN
401k
Assets$351K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SDM RETIREMENT PLAN | 401k | $40.8M | 1,197 | 2024 | |
| 401 | IOWA SENIOR 401(K) POOLED EMPLOYER PLAN | 401k | $12.7M | 889 | 2024 | |
| 349 | SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC | 401k | $1.5M | 33 | 2024 | |
| 002 | FIDUCIARY WISE 401(K) PLAN | 401k | $351K | 7 | 2025 |
Retirement plans