401(k) · DOL Form 5500 · 2024

Fiduciary Wise LLC 401(k) Plan

Data updated 2026-08-25

$710K
Total assets Small plan by assets
8
Participants Small participant base
20th
Percentile by assets National rank
$88,805
Avg per participant Below avg balance/head
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Official DOL plan name: Retire4one Dcg Group Plan · Sponsored by Fiduciary Wise LLC · Arizona · Unclassified

$710K in assets, 8 participants

Fiduciary Wise LLC's Retire4one Dcg Group Plan reported $710K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #15 in Unclassified (37 peers)

2024 asset change

Retire4one Dcg Group Plan surged 3546.8% in 2024 ($19K → $710K) for 8 participants.

#15
in Unclassified (37 peers)
+3546.8%
assets growth YoY

Retire4one Dcg Group Plan among the smaller filed plans by assets

Retire4one Dcg Group Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$710,439 20th percentile higher than 20% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Retire4one Dcg Group Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retire4one Dcg Group Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 336622948 · Fiduciary Wise LLC PY 2024 · 401(k)

Retire4one Dcg Group Plan · $710K · 8 · 20th

  • ASSETS $710K
  • PCT 8
  • EIN 20th
  • RANK 401(k)
  • PHOTO near Core & More, Inc. 401(k) Plan
  • IND ind #15

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 Unclassified retirement plans → · Plans in Arizona →

Retire4one Dcg Group Plan in the asset neighbourhood

Retire4one Dcg Group Plan$710KCore & More, Inc. 401(k) Plan$710KEvolved Technology Ventures Corporation 401(k) PlanEvolved Technology Ventures …$710KMerat Company 401(k) Plan$711KLiquid Therapy Inc. 401(k) PlanLiquid Therapy Inc. 401(k) P…$710K
End-of-year total assets ($M) among Retire4one Dcg Group Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$19K
Net Assets (End of Year)$710K
Net Income$691K
Employer EIN336622948
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Retire4one Dcg Group Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Retire4one Dcg Group Plan, Total assets ($B): 0.000710439 · Participants: 8Retire4one Dcg Group PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Retire4one Dcg Group Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Retire4one Dcg Group Plan side-by-side with 3 peers →

Retire4one Dcg Group Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Core & More, Inc. 401(k) Plan in TN ($710K); by covered participants it is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($710K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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.

Frequently Asked Questions

How did Retire4one Dcg Group Plan assets move in 2024? ▼
Retire4one Dcg Group Plan surged - up 3546.8% during 2024, from $19K to $710K. Reported net income was $691K.
Where does Retire4one Dcg Group Plan rank by assets among Form 5500 filers? ▼
Retire4one Dcg Group Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Retire4one Dcg Group Plan? ▼
Among 401(k) plans in other states, the closest by assets is Core & More, Inc. 401(k) Plan in TN ($710K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Retire4one Dcg Group Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 336622948.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.