401(k) · DOL Form 5500 · 2022
Fiduciary Wise, LLC Fbo Psn Services, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 842
- Participants Near avg headcount
- 58th
- Percentile by assets National rank
- $8,558
- Avg per participant Low balance/head
Official DOL plan name: Cpr Advisor K Mep Fiduciary Wise LLC · Sponsored by Fiduciary Wise, LLC Fbo Psn Services, LLC · Arizona · Healthcare & Social Assistance
$7M in assets, 842 participants
Fiduciary Wise, LLC Fbo Psn Services, LLC's Cpr Advisor K Mep Fiduciary Wise LLC reported $7M in total assets and 842 participants in its 2022 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #12,824 in Healthcare & Social Assistance (20,060 peers)
Fiduciary Wise, LLC Fbo Psn Services, LLC multi-year trail
Fiduciary Wise, LLC Fbo Psn Services, LLC's plans moved +64.4% in assets from 2022 to 2024; this filing shows Cpr Advisor K Mep Fiduciary Wise LLC at $7M / 842 participants.
- #12,824
- in Healthcare & Social Assistance (20,060 peers)
- +17.9%
- assets growth YoY
Cpr Advisor K Mep Fiduciary Wise LLC's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cpr Advisor K Mep Fiduciary Wise LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,205,614 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cpr Advisor K Mep Fiduciary Wise LLC among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cpr Advisor K Mep Fiduciary Wise LLC sits mid-pack in the medium band (842 participants).
DOL schedule card
Filing strip 824690433 · Fiduciary Wise, LLC Fbo Psn Services, LLC PY 2022 · 401(k)
Cpr Advisor K Mep Fiduciary Wise LLC · $7M · 842 · 58th
- NET $7M
- NET 842
- NET 58th
- NET 401(k)
- NET near Dennison Lubricants 401(k) Plan
- NET ind #12824
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Cpr Advisor K Mep Fiduciary Wise LLC in the asset neighbourhood
Fiduciary Wise, LLC Fbo Psn Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fiduciary Wise, LLC Fbo Psn Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 64.38825338132183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 842 | $7M |
| 2023 | 1 | 907 | $9M |
| 2024 | 1 | 752 | $12M |
Fiduciary Wise, LLC Fbo Psn Services, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 824690433 |
| Plan Effective Date | 2018-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Cpr Advisor K Mep Fiduciary Wise LLC's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Dennison Lubricants 401(k) Plan in MA ($7M); by covered participants it is Ima Group Management Company 401(k) Profit Sharing Plan & Trust in NY (842 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Dennison Lubricants 401(k) Plan (MA) $7M · 140
- Mm USA 401(k) Plan (KY) $7M · 250
- A.Harold & Associates, LLC. (FL) $7M · 162
- Hegg Memorial Health Center Retirement Plan (WI) $7M · 233
Similar participant headcount
Nearest other-state filings by covered participants (842 participants); asset peers above are excluded.
- Ima Group Management Company 401(k) Profit Sharing Plan & Trust (NY) 842 · 0 off
- Sti Group 401(k) Plan (TX) 842 · 0 off
- Pla 401(k) Plan (TX) 842 · 0 off
- Tricon Residential 401(k) Plan (CA) 842 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.