Sdm Retirement Plan — Form 5500 plan (Fiduciary Wise, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sdm Retirement Plan is a benefit plan reported by Fiduciary Wise, LLC under EIN 81-3799174 and plan number 003. The latest loaded filing year is 2023. The filing reports 956 participants and $33,308,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fiduciary Wise, LLC
- EIN
- 81-3799174
- Plan number
- 003
- Plan type
- 3
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 956
- End-of-year plan assets
- $33,308,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 956 | H, C | 20241015170429NAL0030436737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,308,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,308,094
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $2,438,818
- Participant contributions
- $4,642,983
- Total contributions
- $7,502,196
- Total income / additions
- $10,386,543
Expenses & distributions
- Benefits paid
- $3,088,391
- Administrative expenses
- $125,908
- Total expenses
- $3,214,299
- Net increase / (decrease)
- $7,172,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Latitude Service Company, Inc. | TPA | $76,540 | not reported in the loaded dataset | 2023 |
| Ifam Capital | SERVICE PROVIDER | $8,600 | not reported in the loaded dataset | 2023 |
| Fiduciary Wise, LLC | SERVICE PROVIDER | $5,280 | not reported in the loaded dataset | 2023 |
| Counsel Trust Company | SERVICE PROVIDER | $5,155 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fiduciary Wise, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Latitude Service Company, Inc. — Schedule C compensation
- Ifam Capital — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation
- Counsel Trust Company — Schedule C compensation