401(k) · DOL Form 5500 · 2024
Fiduciary Wise, LLC Fbo Psn Services, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 752
- Participants Near avg headcount
- 59th
- Percentile by assets National rank
- $15,752
- 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
$12M in assets, 752 participants
Fiduciary Wise, LLC Fbo Psn Services, LLC's Cpr Advisor K Mep Fiduciary Wise LLC reported $12M in total assets and 752 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #10,946 in Healthcare & Social Assistance (16,916 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 $12M / 752 participants.
- #10,946
- in Healthcare & Social Assistance (16,916 peers)
- +26.7%
- 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 2024 · DOL Form 5500
$11,845,183 Top 41% higher than 59% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cpr Advisor K Mep Fiduciary Wise LLC among mid-size filed plans by headcount
Plan-year 2024 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 (752 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cpr Advisor K Mep Fiduciary Wise LLC end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Cpr Advisor K Mep Fiduciary Wise LLC reported participants fell from 907 in the plan year 2023 filing to 752 in the plan year 2024 filing.
- Cpr Advisor K Mep Fiduciary Wise LLC reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 824690433 · Fiduciary Wise, LLC Fbo Psn Services, LLC PY 2024 · 401(k)
Cpr Advisor K Mep Fiduciary Wise LLC · $12M · 752 · 59th
- BOOK $12M
- VS-ST 752
- BOY 59th
- SCH 401(k)
- EBSA near Party Rental Ltd. 401(k) Plan
- PART ind #10946
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 (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| 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 $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
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 Party Rental Ltd. 401(k) Plan in NJ ($12M); by covered participants it is Performance Bankers, Inc. Retirement Savings Plan in SD (752 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Party Rental Ltd. 401(k) Plan (NJ) $12M · 397
- Agio, Inc. 401(k) Plan (OK) $12M · 146
- Alive Hospice, Inc. Employees Retirement Plan (TN) $12M · 317
- Flexible Business Systems 401(k) Profit Sharing Plan and Trust (NY) $12M · 109
Similar participant headcount
Nearest other-state filings by covered participants (752 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.