Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
FIDUCIARY WISE, LLC FBO NVPL, LLC
EIN 83-2149489financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
104
6556 BUTTERCUP DR, UNIT 3 - GILBERT, AZ 85295970-825-5173fiduciarywise.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 104 participantsParticipants 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#101
401(K) TOTAL ADVANTAGE FBO NVPL, LLC
401k
Assets$3.2M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NCP CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 101 | 401(K) TOTAL ADVANTAGE FBO NVPL, LLC | 401k | $3.2M | 49 | 2024 | |
| 002 | NCP CASH BALANCE PLAN | CashBalance | $1.4M | 55 | 2024 |
Retirement plans