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  1. Companies/
  2. Fiduciary Wise, LLC

Filings through Oct 24, 2026.

Fiduciary Wise, LLC

EIN 92-3047404-financial services-Latest filing 2025
Plans
1
Retirement
1
$102.1M assets
Health & Benefits
0
Participants
2,555
2487 SOUTH GILBERT ROAD, SUITE 106-4748182 - GILBERT, AZ 85295480-855-4017fiduciarywise.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001Profit-sharing-$102.1M - 2,555 part

Plan summaries

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

Retirement#001

RETIREASSIST PEP

Profit-sharing

Assets$102.1M
Participants2,555
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
#001RETIREASSIST PEPProfit-sharing$102.1M2,5552025
  • RETIREASSIST PEP$102.1M
    #001 · Profit-sharing · 20252,555
Retirement plans
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