Fiduciary Wise 401(k) match, vesting and fees
What Fiduciary Wise's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Latitude Service Company, Inc. | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Fiduciary Wise: employer contribution per participant | $2,583 | |
| Peer median | $2,935 |
| Fiduciary Wise: average balance | $42,057 | |
| Peer median | $92,770 |
| Fiduciary Wise: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $33.3M at the end of plan year 2023 to $40.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,197 | $40.8M | $2.5M | $2,583 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 1,148 | $33.3M | $2.4M | $4,065 | 0.76% | Not published | Form 5500 ↗ |
Other Fiduciary Wise plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Iowa Senior 401(k) Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Sbbps Retirement Plan Fiduciary Wise LLC
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Fiduciary Wise 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Personalized Hematology Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Fiduciary Wise match 401(k) contributions?
The match terms for the Sdm Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $2,583 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fiduciary Wise 401(k) match vested?
The vesting schedule for the Sdm Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fiduciary Wise 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Latitude Service Company, Inc.. The plan administrator is Fiduciary Wise, LLC.
I left Fiduciary Wise. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fiduciary Wise, LLC, (602) 975-0281) or the recordkeeper, Latitude Service Company, Inc.. The Fiduciary Wise old 401(k) page lists the contacts from every plan filing. Find an old Fiduciary Wise 401(k)
Data from the public Form 5500 annual reports Fiduciary Wise filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fiduciary Wise. Not financial advice. Report a correction · Methodology