Fiduciary Wise, LLC Fbo Whelchel Partners Spin Off
Gilbert, AZ, 85295
- Plans
- 3
- Total participants
- 4
- Filing years
- 2022, 2021, 2020
- NAICS
- 531210
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2022 | Form 5500-SF | 001 | Whelchel Partners Spin Off | 0 |
| 2022 | Form 5500-SF | 338 | The Open 401K Mep Fiduciary Wise, LLC | 0 |
| 2021 | Form 5500-SF | 338 | The Open 401K Mep Whelchel Partners, INC. | 2 |
| 2020 | Form 5500-SF | 003 | The Wealthy And Wise 401K Plan | 0 |
| 2020 | Form 5500-SF | 338 | The Open 401K Mep Whelchel Partners, INC. | 2 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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