Fiduciary Wise LLC Fbo Woodcreek Provider Services 401(k) match, vesting and fees
What Fiduciary Wise LLC Fbo Woodcreek Provider Services' 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 | Wealthplus Holdings | Schedule C ↗ |
| Independent auditor | Plancheck Cpa'S, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Fiduciary Wise LLC Fbo Woodcreek Provider Services: employer contribution per participant | $1,139 | |
| Peer median | $1,440 |
| Fiduciary Wise LLC Fbo Woodcreek Provider Services: average balance | $47,924 | |
| Peer median | $38,351 |
| Fiduciary Wise LLC Fbo Woodcreek Provider Services: admin expenses ÷ assets | 1.29% | |
| Peer median | 0.47% |
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 $6.5M at the end of plan year 2021 to $5.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 158 | $5.5M | $131K | $1,139 | 1.29% | Not published | Form 5500 ↗ |
| 2024 | 153 | $5.1M | $108K | $987 | 1.25% | Not published | Form 5500 ↗ |
| 2023 | 150 | $4.4M | $96K | $907 | 0.75% | Not published | Form 5500 ↗ |
| 2022 | 142 | $4.7M | $84K | $789 | 0.71% | Not published | Form 5500 ↗ |
| 2021 | 133 | $6.5M | $93K | $887 | 0.75% | Not published | Form 5500 ↗ |
Common questions
Does Fiduciary Wise LLC Fbo Woodcreek Provider Services match 401(k) contributions?
The match terms for the The Open 401k Mep Fiduciary Wise LLC have not been published from its filing yet. The plan year 2025 filing reports $131K in employer contributions, about $1,139 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fiduciary Wise LLC Fbo Woodcreek Provider Services 401(k) match vested?
The vesting schedule for the The Open 401k Mep Fiduciary Wise LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fiduciary Wise LLC Fbo Woodcreek Provider Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Wealthplus Holdings. The plan administrator is Fiduciary Wise, LLC.
I left Fiduciary Wise LLC Fbo Woodcreek Provider Services. 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, (480) 855-4017) or the recordkeeper, Wealthplus Holdings. The Fiduciary Wise LLC Fbo Woodcreek Provider Services old 401(k) page lists the contacts from every plan filing. Find an old Fiduciary Wise LLC Fbo Woodcreek Provider Services 401(k)
Data from the public Form 5500 annual reports Fiduciary Wise LLC Fbo Woodcreek Provider Services 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 LLC Fbo Woodcreek Provider Services. Not financial advice. Report a correction · Methodology