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Basic Capital
1 critical issueTerminating

Fiduciary Wise, LLC

46-3535669· Gilbert, AZ· FIDUCIARY WISE, LLC· 2025 filing
F
0/100
Overall grade

Falling behind on most measures.

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Fees
–
Financial Wellness
F
Plan design
C
Compliance
Fees

This plan's fees aren't public. Enter yours to grade them against similar plans.

Financial Wellness
n/a
Plan design

The employer contributes through profit sharing rather than a standard match.

F
Employer contributes via profit sharing
No standard match, but the employer puts money in through profit sharing. Often a flat percentage to everyone, which works like a match for employees.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Not safe harbor
The plan has to pass annual IRS nondiscrimination testing, which can cap what owners and higher earners are allowed to contribute.
Brokerage window
Employees can invest beyond the core fund menu through a self-directed brokerage account.
No Mega Backdoor Roth
High earners are capped at the standard contribution limit. A Mega Backdoor Roth lets them save well past it with after-tax dollars converted to Roth, and it's one of the most-requested features at competitive companies.
Compliance & health

1 critical issue on the latest filing. These need attention.

C
Plan filing final return, in-market for rollover/replacement
Flagged on the latest filing. Worth a closer look with your provider.
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FIDUCIARY WISE, LLC

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Key insights

  • Strongest area: compliance & health. 1 critical issue on the latest filing. These need attention.
  • Best place to improve: plan design. The employer contributes through profit sharing rather than a standard match.
  • Enter your fees (PEPM, monthly, and AUM %) to see exactly how your costs compare.
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