Preferred Employer Plan Ii
Sponsored by Fiduciary Wise, Llc · EIN 923047404 · Plan #001
- Total assets
- $75.8M
- Net assets
- $75.7M
- Active participants
- 1,513
- With balances
- 1,578
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiduciary First, Llc CRD 150330 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Inwest Retirement Solutions | $14,816 | |
| Nationwide | Recordkeeping fees, Account maintenance fees, Soft dollars commissions | $12,022 |
| Ifam Capital Llc | Investment advisory (participants), Investment advisory (plan), Soft dollars commissions | $10,356 |
| Fiduciary Wise, Llc | Investment advisory (plan), Named fiduciary | $7,623 |
| Pension Financial Sevices | Recordkeeping | $7,234 |
| Counsel Trust Company | $0 | |
| Ny Life Securities Llc | $0 |