Filings through .
Fiduciary Wise, LLC
Matched across 6 name variants in the filings
Fiduciary Wise, LLC summary
Fiduciary Wise, LLC appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $750M in assets for 23,607 participants. The median client plan holds $16.6M. Most client plans are sponsored in AZ, UT and OH. The largest clients by plan assets are Marietta Memorial Hospital, Fiduciary Wise, LLC and Marietta Health Care Physicians, Inc.. Plans reported $381K in direct and indirect compensation paid to Fiduciary Wise, LLC. The median is $12K per plan.
- Participants
- 23,607
- Median plan assets
- $16.6M
- Median plan participants
- 360
- Median fees per plan
- $12K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- OHParticipants 3,975
- Fiduciary Wise, LLC$102MAZParticipants 2,555
- OHParticipants 471
- AZParticipants 5,650
- VAParticipants 220
- Fiduciary Wise, LLC$40.8MAZParticipants 1,197
- OHParticipants 3,138
- TXParticipants 990
- Fetzers' Inc.$26.1MUTParticipants 249
- Donorconnect$18.9MUTParticipants 262
- Farmers State Bank$18.5MINParticipants 196
- WIParticipants 216
- AZParticipants 112
- United Security Bank$16.1MCAParticipants 158
- AZParticipants 637
- AZParticipants 362
- FLParticipants 394
- Pasquinelli Produce Co.$11.1MAZParticipants 414
- Attebury Grain, LLC$7.9MTXParticipants 108
- UTParticipants 526
- GAParticipants 221
- AZParticipants 158
- Busco, Inc.$5.5MNEParticipants 358
- NYParticipants 1,040
- AZParticipants 0
Top client states
- AZ9 plans
- UT4 plans
- OH3 plans
- TX2 plans
- CA1 plan
Frequently asked questions
- Who uses Fiduciary Wise, LLC?
- 26 retirement plans list Fiduciary Wise, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Marietta Memorial Hospital, Fiduciary Wise, LLC, Marietta Health Care Physicians, Inc., Sun Auto Tire & Service, Inc. and Gentry Locke Rakes & Moore, LLP. Most client plans are sponsored in AZ, UT and OH.
- How many plans does Fiduciary Wise, LLC serve?
- Fiduciary Wise, LLC serves 26 retirement plans with $750M in plan assets and 23,607 participants, based on the latest Form 5500 filings through 2024.
- What does Fiduciary Wise, LLC charge?
- Plans reported $381K in total Schedule C compensation paid to Fiduciary Wise, LLC. The median plan paid $12K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served26+3 YoYRank #736 of mapped providers
Assets under administration$750M0.0%Rank #5521 by share of filed assets
Fees received$381,336Median $11,794/planSum across Schedule C direct + indirect
Net wins YoY-14 won - 5 lostPlan-level switch detection
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