Employer · plans filed under one EIN
Fiduciary Wise, LLC
Gilbert, AZ · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Fiduciary Wise, LLC, based in Gilbert, Arizona, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 2,086 participant records and $53.5M in net assets.
The largest is SDM Retirement Plan, a 401(k) plan with 1,197 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $2.9M and participant contributions $6.2M in the latest plan years; benefits paid were $6.2M. Schedule C compensation reported to service provider organisations totalled $376K.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| SDM Retirement Plan | 401(k) plan | 2024 | 1,197 | $40.8M | $34,046 | $2,870 | $291K |
| Iowa Senior 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 889 | $12.7M | $14,318 | $505 | $84K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 2,086 | $53.5M | $2.9M | $6.2M |
| 2023 | 2 | 2,052 | $45.3M | $2.6M | $5.0M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Latitude Service Company, Inc. | Other services | 1 | $217,855 |
| Steele Capital Management, Inc. | Investment advisory (participants) | 1 | $43,298 |
| Epic Retirement Plan Services | Recordkeeping and information management | 1 | $41,069 |
| Nationwide | Recordkeeping and information management; Other services | 1 | $36,629 |
| Fiduciary Wise, LLC | Recordkeeping and information management; Other services; Insurance services; Investment advisory (participants) | 1 | $17,883 |
| Counsel Trust Company | Recordkeeping and information management; Other services; Insurance services; Investment advisory (participants) | 1 | $13,874 |
| Ifam Capital | Recordkeeping and information management; Other services; Insurance services; Investment advisory (participants) | 1 | $5,133 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Fiduciary Wise, LLC have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: SDM Retirement Plan and Iowa Senior 401(k) Pooled Employer Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Fiduciary Wise, LLC contribute to its plans?
$2,929,875 in employer contributions across these plans in their latest plan years, about $1,705 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Latitude Service Company, Inc., Steele Capital Management, Inc., Epic Retirement Plan Services and Nationwide and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.