Fiduciary Wise, LLC401(k)
SDM RETIREMENT PLAN · GILBERT, AZ · plan year 2024
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Fiduciary Wise, LLC reported $179,863 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,870 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio rose from 0.38% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 227th-largest of 1,285 plans among Arizona employers on file, and the 1,931st of 4,798 in finance & insurance. In 2024, employees put in $2.07 for every $1.00 the employer contributed.
Fiduciary Wise, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Fiduciary Wise, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 813799174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.