2023 Form 5500 filing — Sdm Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015170429NAL0030436737001) for Sdm Retirement Plan, reported by Fiduciary Wise, LLC under EIN 81-3799174 and plan number 003. It reports 956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170429NAL0030436737001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fiduciary Wise, LLC
- EIN
- 81-3799174
- Plan number
- 003
- Location
- Gilbert, AZ
- Participants
- 956
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,308,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,308,094
- Employer contributions
- $2,438,818
- Participant contributions
- $4,642,983
- Total income / additions
- $10,386,543
- Benefits paid
- $3,088,391
- Administrative expenses
- $125,908
- Total expenses
- $3,214,299
- Net increase / (decrease)
- $7,172,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Latitude Service Company, Inc. | TPA | $76,540 | not reported in the loaded dataset |
| Ifam Capital | SERVICE PROVIDER | $8,600 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | SERVICE PROVIDER | $5,280 | not reported in the loaded dataset |
| Counsel Trust Company | SERVICE PROVIDER | $5,155 | not reported in the loaded dataset |