Who sponsors the Preferred Employer Plan Ii?

Preferred Employer Plan Ii is reported as sponsored by Fiduciary Wise, LLC (EIN 92-3047404, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Preferred Employer Plan Ii?

The latest Form 5500 filing year loaded for Preferred Employer Plan Ii is 2023.

How many participants does Preferred Employer Plan Ii report?

Preferred Employer Plan Ii reports 297 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Preferred Employer Plan Ii?

Preferred Employer Plan Ii reports $7,192,046 in end-of-year plan assets in its latest loaded Form 5500 filing.

Preferred Employer Plan Ii — 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, Preferred Employer Plan Ii is a benefit plan reported by Fiduciary Wise, LLC under EIN 92-3047404 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $7,192,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Fiduciary Wise, LLC
EIN: 92-3047404
Plan number: 001
Plan type: 3
Location: Gilbert, AZ
Latest filing year: 2023
Participants: 297
End-of-year plan assets: $7,192,046

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	297	H, C	20241015170804NAL0029208193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $7,192,046
Total liabilities (EOY): $0
Net assets (EOY): $7,192,046
Net assets (BOY): $0

Income & contributions

Employer contributions: $332,035
Participant contributions: $579,269
Total contributions: $1,264,517
Total income / additions: $1,765,596

Expenses & distributions

Benefits paid: $336,954
Administrative expenses: $32,689
Total expenses: $381,054
Net increase / (decrease): $1,384,542

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Nationwide	CUSTODIAN	$86,638	not reported in the loaded dataset	2023
Ifam Capital	ADVISOR	$11,374	not reported in the loaded dataset	2023
Inwest Retirement Solutions	TPA	$5,668	not reported in the loaded dataset	2023