401(k) · DOL Form 5500 · 2023
Fiduciary Wise, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 52nd
- Percentile by assets National rank
Official DOL plan name: Preferred Employer Plan II · Sponsored by Fiduciary Wise, LLC · Arizona · Professional & Technical Services
$7M in assets, N/A participants
Fiduciary Wise, LLC's Preferred Employer Plan II reported $7M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,145 in Professional & Technical Services (20,321 peers)
Fiduciary Wise, LLC multi-year trail
Fiduciary Wise, LLC's plans moved +953.5% in assets from 2023 to 2024; this filing shows Preferred Employer Plan II at $7M / N/A participants.
- #10,145
- in Professional & Technical Services (20,321 peers)
- $1M
- reported net income
Preferred Employer Plan II's mid-pack asset rank among Professional & Technical Services and all filers
Preferred Employer Plan II vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,192,046 Top 48% higher than 52% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 923047404 · Fiduciary Wise, LLC PY 2023 · 401(k)
Preferred Employer Plan II · $7M · N/A · 52nd
- EBSA $7M
- EBSA N/A
- EBSA 52nd
- EBSA 401(k)
- EBSA near Amerinac Holding Corp 401(k) Plan
- EBSA ind #10145
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Preferred Employer Plan II in the asset neighbourhood
Fiduciary Wise, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fiduciary Wise, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 953.5115181410131% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $7M |
| 2024 | 1 | 415 | $76M |
Fiduciary Wise, LLC filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 923047404 |
| Plan Effective Date | 2023-01-01 |
| 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
Preferred Employer Plan II's closest out-of-state 401(k) peers by assets
Outside Arizona, the nearest 401(k) by end-of-year assets is Amerinac Holding Corp 401(k) Plan in WA at $7M (this filing: $7M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.