401(k) · DOL Form 5500 · 2023
Fiduciary Wise, LLC Fbo Psn Services, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 907
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $10,310
- 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
$9M in assets, 907 participants
Fiduciary Wise, LLC Fbo Psn Services, LLC's Cpr Advisor K Mep Fiduciary Wise LLC reported $9M in total assets and 907 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,106 in Healthcare & Social Assistance (17,684 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 $9M / 907 participants.
- #11,106
- in Healthcare & Social Assistance (17,684 peers)
- +29.8%
- 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 2023 · DOL Form 5500
$9,351,335 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cpr Advisor K Mep Fiduciary Wise LLC among mid-size filed plans by headcount
Plan-year 2023 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 (907 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cpr Advisor K Mep Fiduciary Wise LLC reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cpr Advisor K Mep Fiduciary Wise LLC end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Cpr Advisor K Mep Fiduciary Wise LLC reported participants rose from 842 in the plan year 2022 filing to 907 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 824690433 · Fiduciary Wise, LLC Fbo Psn Services, LLC PY 2023 · 401(k)
Cpr Advisor K Mep Fiduciary Wise LLC · $9M · 907 · 57th
- EIN $9M
- EIN 907
- EIN 57th
- EIN 401(k)
- EIN near Gs Yuasa Energy Solutions, Inc. 401(k) Savings Plan
- EIN ind #11106
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 (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| 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.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
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 Gs Yuasa Energy Solutions, Inc. 401(k) Savings Plan in GA ($9M); by covered participants it is Intelgica 401(k) Plan in DE (907 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (907 participants); asset peers above are excluded.
- Intelgica 401(k) Plan (DE) 907 · 0 off
- Bunge Savings Plan (MO) 907 · 0 off
- Masonite Savings Plan for Collectively Bargained Employees (FL) 907 · 0 off
- Staffscapes, Inc. 401(k) Profit Sharing Plan (CO) 907 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.