Find an old Fiduciary Wise 401(k)
Sdm Retirement Plan
Fiduciary Wise, LLC · Plan 003 · EIN 81-3799174 · Gilbert, AZ
| Plan administrator | Fiduciary Wise, LLC 2487 S. Gilbert, Suite 106-454, Gilbert, AZ 85295 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Latitude Service Company, Inc. | Schedule C ↗ |
| Former employees with balances | 325 separated participants still had money in the plan | Form 5500 ↗ |
Iowa Senior 401(k) Pooled Employer Plan
Fiduciary Wise, LLC · Plan 401 · EIN 81-3799174 · Gilbert, AZ
| Plan administrator | Fiduciary Wise, LLC 2487 South Gilbert Rd, Suite 106-454, Gilbert, AZ 85295 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Epic Retirement Plan Services | Schedule C ↗ |
| Former employees with balances | 43 separated participants still had money in the plan | Form 5500 ↗ |
Sbbps Retirement Plan Fiduciary Wise LLC
Fiduciary Wise, LLC Fbo Sbbps Retirement Plan · Plan 349 · EIN 81-3799174 · Gilbert, AZ
| Plan administrator | Fiduciary Wise, LLC Fbo Sbbps Retirement Plan 2487 South Gilbert Road, Suite 106-454, Gilbert, AZ 85295 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Fiduciary Wise 401(k) Plan
Fiduciary Wise, LLC · Plan 002 · EIN 81-3799174 · Gilbert, AZ
| Plan administrator | Fiduciary Wise, LLC 2487 S. Gilbert, Suite 106-454, Gilbert, AZ 85295 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Personalized Hematology Cash Balance Plan
Personalized Hematology - Oncology of Wake Forest · Plan 001 · EIN 81-3799174 · Wake Forest, NC
| Plan administrator | Personalized Hematology - Oncology of Wake Forest 11635 Northpark Drive, Suite 250, Wake Forest, NC 27587 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) |
Fiduciary Wise 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Fiduciary Wise 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Fiduciary Wise, LLC, (602) 975-0281. The accounts are held by the recordkeeper, Latitude Service Company, Inc.. Have your Social Security number and dates of employment ready.
What is the Fiduciary Wise 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (602) 975-0281.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Fiduciary Wise and does not hold accounts. Not financial advice. Report a correction