Civic Intelligence

Fiduciary Management Inc.

Plan context: Fiduciary Management Inc. Profit Sharing Plan & Trust

EIN 39-1346018 • Milwaukee, WI • 31 filings • 5 plans

100 E. Wisconsin AvenueSte 2200Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$58,437,167

2024 Contributions

$1,472,772

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$58,437,167$29,218,584$0199920122024YearValue
$58,437,167Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

33170199920122024YearValue
29Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024129$58,437,167$1,472,772$50,785iApproximate average salary by contribution assumption: employee only about $1,269,631 at 4% or $846,421 at 6%; with 50% employer match about $846,421 at 4% or $564,280 at 6%; with 100% employer match about $634,816 at 4% or $423,210 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-29$58,437,167$1,472,772$50,785iApproximate average salary by contribution assumption: employee only about $1,269,631 at 4% or $846,421 at 6%; with 50% employer match about $846,421 at 4% or $564,280 at 6%; with 100% employer match about $634,816 at 4% or $423,210 at 6%.
2023130$54,710,056$1,430,500$47,683iApproximate average salary by contribution assumption: employee only about $1,192,083 at 4% or $794,722 at 6%; with 50% employer match about $794,722 at 4% or $529,815 at 6%; with 100% employer match about $596,042 at 4% or $397,361 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-30$54,710,056$1,430,500$47,683iApproximate average salary by contribution assumption: employee only about $1,192,083 at 4% or $794,722 at 6%; with 50% employer match about $794,722 at 4% or $529,815 at 6%; with 100% employer match about $596,042 at 4% or $397,361 at 6%.
2022132$45,990,690$1,376,377$43,012iApproximate average salary by contribution assumption: employee only about $1,075,295 at 4% or $716,863 at 6%; with 50% employer match about $716,863 at 4% or $477,909 at 6%; with 100% employer match about $537,647 at 4% or $358,432 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-32$45,990,690$1,376,377$43,012iApproximate average salary by contribution assumption: employee only about $1,075,295 at 4% or $716,863 at 6%; with 50% employer match about $716,863 at 4% or $477,909 at 6%; with 100% employer match about $537,647 at 4% or $358,432 at 6%.
2021132$54,135,991$1,328,375$41,512iApproximate average salary by contribution assumption: employee only about $1,037,793 at 4% or $691,862 at 6%; with 50% employer match about $691,862 at 4% or $461,241 at 6%; with 100% employer match about $518,896 at 4% or $345,931 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-32$54,135,991$1,328,375$41,512iApproximate average salary by contribution assumption: employee only about $1,037,793 at 4% or $691,862 at 6%; with 50% employer match about $691,862 at 4% or $461,241 at 6%; with 100% employer match about $518,896 at 4% or $345,931 at 6%.
2020133$45,796,150$1,859,580$56,351iApproximate average salary by contribution assumption: employee only about $1,408,773 at 4% or $939,182 at 6%; with 50% employer match about $939,182 at 4% or $626,121 at 6%; with 100% employer match about $704,386 at 4% or $469,591 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-33$45,796,150$1,859,580$56,351iApproximate average salary by contribution assumption: employee only about $1,408,773 at 4% or $939,182 at 6%; with 50% employer match about $939,182 at 4% or $626,121 at 6%; with 100% employer match about $704,386 at 4% or $469,591 at 6%.
2019130$41,590,315$1,239,625$41,321iApproximate average salary by contribution assumption: employee only about $1,033,021 at 4% or $688,681 at 6%; with 50% employer match about $688,681 at 4% or $459,120 at 6%; with 100% employer match about $516,510 at 4% or $344,340 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-30$41,590,315$1,239,625$41,321iApproximate average salary by contribution assumption: employee only about $1,033,021 at 4% or $688,681 at 6%; with 50% employer match about $688,681 at 4% or $459,120 at 6%; with 100% employer match about $516,510 at 4% or $344,340 at 6%.
2018131$35,517,672$1,144,142$36,908iApproximate average salary by contribution assumption: employee only about $922,695 at 4% or $615,130 at 6%; with 50% employer match about $615,130 at 4% or $410,087 at 6%; with 100% employer match about $461,348 at 4% or $307,565 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$35,517,672$1,144,142$36,908iApproximate average salary by contribution assumption: employee only about $922,695 at 4% or $615,130 at 6%; with 50% employer match about $615,130 at 4% or $410,087 at 6%; with 100% employer match about $461,348 at 4% or $307,565 at 6%.
2017129$37,568,743$1,142,484$39,396iApproximate average salary by contribution assumption: employee only about $984,900 at 4% or $656,600 at 6%; with 50% employer match about $656,600 at 4% or $437,733 at 6%; with 100% employer match about $492,450 at 4% or $328,300 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-29$37,568,743$1,142,484$39,396iApproximate average salary by contribution assumption: employee only about $984,900 at 4% or $656,600 at 6%; with 50% employer match about $656,600 at 4% or $437,733 at 6%; with 100% employer match about $492,450 at 4% or $328,300 at 6%.
2016129$33,970,131$1,123,769$38,751iApproximate average salary by contribution assumption: employee only about $968,766 at 4% or $645,844 at 6%; with 50% employer match about $645,844 at 4% or $430,563 at 6%; with 100% employer match about $484,383 at 4% or $322,922 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-29$33,970,131$1,123,769$38,751iApproximate average salary by contribution assumption: employee only about $968,766 at 4% or $645,844 at 6%; with 50% employer match about $645,844 at 4% or $430,563 at 6%; with 100% employer match about $484,383 at 4% or $322,922 at 6%.
2015129$29,623,198$1,036,545$35,743iApproximate average salary by contribution assumption: employee only about $893,573 at 4% or $595,716 at 6%; with 50% employer match about $595,716 at 4% or $397,144 at 6%; with 100% employer match about $446,787 at 4% or $297,858 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-29$29,623,198$1,036,545$35,743iApproximate average salary by contribution assumption: employee only about $893,573 at 4% or $595,716 at 6%; with 50% employer match about $595,716 at 4% or $397,144 at 6%; with 100% employer match about $446,787 at 4% or $297,858 at 6%.
2014131$29,333,290$1,035,812$33,413iApproximate average salary by contribution assumption: employee only about $835,332 at 4% or $556,888 at 6%; with 50% employer match about $556,888 at 4% or $371,259 at 6%; with 100% employer match about $417,666 at 4% or $278,444 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$29,333,290$1,035,812$33,413iApproximate average salary by contribution assumption: employee only about $835,332 at 4% or $556,888 at 6%; with 50% employer match about $556,888 at 4% or $371,259 at 6%; with 100% employer match about $417,666 at 4% or $278,444 at 6%.
2013130$26,545,386$987,783$32,926iApproximate average salary by contribution assumption: employee only about $823,153 at 4% or $548,768 at 6%; with 50% employer match about $548,768 at 4% or $365,846 at 6%; with 100% employer match about $411,576 at 4% or $274,384 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-30$26,545,386$987,783$32,926iApproximate average salary by contribution assumption: employee only about $823,153 at 4% or $548,768 at 6%; with 50% employer match about $548,768 at 4% or $365,846 at 6%; with 100% employer match about $411,576 at 4% or $274,384 at 6%.
2012129$19,942,941$840,439$28,981iApproximate average salary by contribution assumption: employee only about $724,516 at 4% or $483,011 at 6%; with 50% employer match about $483,011 at 4% or $322,007 at 6%; with 100% employer match about $362,258 at 4% or $241,505 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-29$19,942,941$840,439$28,981iApproximate average salary by contribution assumption: employee only about $724,516 at 4% or $483,011 at 6%; with 50% employer match about $483,011 at 4% or $322,007 at 6%; with 100% employer match about $362,258 at 4% or $241,505 at 6%.
2011127$17,393,459$801,117$29,671iApproximate average salary by contribution assumption: employee only about $741,775 at 4% or $494,517 at 6%; with 50% employer match about $494,517 at 4% or $329,678 at 6%; with 100% employer match about $370,888 at 4% or $247,258 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-27$17,393,459$801,117$29,671iApproximate average salary by contribution assumption: employee only about $741,775 at 4% or $494,517 at 6%; with 50% employer match about $494,517 at 4% or $329,678 at 6%; with 100% employer match about $370,888 at 4% or $247,258 at 6%.
2010131$19,120,966$762,884$24,609iApproximate average salary by contribution assumption: employee only about $615,229 at 4% or $410,153 at 6%; with 50% employer match about $410,153 at 4% or $273,435 at 6%; with 100% employer match about $307,615 at 4% or $205,076 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$19,120,966$762,884$24,609iApproximate average salary by contribution assumption: employee only about $615,229 at 4% or $410,153 at 6%; with 50% employer match about $410,153 at 4% or $273,435 at 6%; with 100% employer match about $307,615 at 4% or $205,076 at 6%.
2009133$21,204,714$829,559$25,138iApproximate average salary by contribution assumption: employee only about $628,454 at 4% or $418,969 at 6%; with 50% employer match about $418,969 at 4% or $279,313 at 6%; with 100% employer match about $314,227 at 4% or $209,485 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-33$21,204,714$829,559$25,138iApproximate average salary by contribution assumption: employee only about $628,454 at 4% or $418,969 at 6%; with 50% employer match about $418,969 at 4% or $279,313 at 6%; with 100% employer match about $314,227 at 4% or $209,485 at 6%.
2008131$17,714,902$805,421$25,981iApproximate average salary by contribution assumption: employee only about $649,533 at 4% or $433,022 at 6%; with 50% employer match about $433,022 at 4% or $288,681 at 6%; with 100% employer match about $324,767 at 4% or $216,511 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$17,714,902$805,421$25,981iApproximate average salary by contribution assumption: employee only about $649,533 at 4% or $433,022 at 6%; with 50% employer match about $433,022 at 4% or $288,681 at 6%; with 100% employer match about $324,767 at 4% or $216,511 at 6%.
2007131$20,748,562$752,986$24,290iApproximate average salary by contribution assumption: employee only about $607,247 at 4% or $404,831 at 6%; with 50% employer match about $404,831 at 4% or $269,887 at 6%; with 100% employer match about $303,623 at 4% or $202,416 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$20,748,562$752,986$24,290iApproximate average salary by contribution assumption: employee only about $607,247 at 4% or $404,831 at 6%; with 50% employer match about $404,831 at 4% or $269,887 at 6%; with 100% employer match about $303,623 at 4% or $202,416 at 6%.
2006131$20,782,896$728,720$23,507iApproximate average salary by contribution assumption: employee only about $587,677 at 4% or $391,785 at 6%; with 50% employer match about $391,785 at 4% or $261,190 at 6%; with 100% employer match about $293,839 at 4% or $195,892 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$20,782,896$728,720$23,507iApproximate average salary by contribution assumption: employee only about $587,677 at 4% or $391,785 at 6%; with 50% employer match about $391,785 at 4% or $261,190 at 6%; with 100% employer match about $293,839 at 4% or $195,892 at 6%.
2005132$17,336,480$715,542$22,361iApproximate average salary by contribution assumption: employee only about $559,017 at 4% or $372,678 at 6%; with 50% employer match about $372,678 at 4% or $248,452 at 6%; with 100% employer match about $279,509 at 4% or $186,339 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-32$17,336,480$715,542$22,361iApproximate average salary by contribution assumption: employee only about $559,017 at 4% or $372,678 at 6%; with 50% employer match about $372,678 at 4% or $248,452 at 6%; with 100% employer match about $279,509 at 4% or $186,339 at 6%.
2004131$15,371,388$634,906$20,481iApproximate average salary by contribution assumption: employee only about $512,021 at 4% or $341,347 at 6%; with 50% employer match about $341,347 at 4% or $227,565 at 6%; with 100% employer match about $256,010 at 4% or $170,674 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$15,371,388$634,906$20,481iApproximate average salary by contribution assumption: employee only about $512,021 at 4% or $341,347 at 6%; with 50% employer match about $341,347 at 4% or $227,565 at 6%; with 100% employer match about $256,010 at 4% or $170,674 at 6%.
2003233$12,697,099$598,495$18,136iApproximate average salary by contribution assumption: employee only about $453,405 at 4% or $302,270 at 6%; with 50% employer match about $302,270 at 4% or $201,513 at 6%; with 100% employer match about $226,703 at 4% or $151,135 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-33$6,845,116$598,495$18,136iApproximate average salary by contribution assumption: employee only about $453,405 at 4% or $302,270 at 6%; with 50% employer match about $302,270 at 4% or $201,513 at 6%; with 100% employer match about $226,703 at 4% or $151,135 at 6%.
Fiduciary Management Inc. Pension Plan-26$5,851,983--
2002233$5,459,332$233,011$7,061iApproximate average salary by contribution assumption: employee only about $176,523 at 4% or $117,682 at 6%; with 50% employer match about $117,682 at 4% or $78,455 at 6%; with 100% employer match about $88,262 at 4% or $58,841 at 6%.
Fiduciary Management Inc. Pension Plan-33$5,459,332$233,011$7,061iApproximate average salary by contribution assumption: employee only about $176,523 at 4% or $117,682 at 6%; with 50% employer match about $117,682 at 4% or $78,455 at 6%; with 100% employer match about $88,262 at 4% or $58,841 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-33---
2001227$6,129,622$313,184$11,599iApproximate average salary by contribution assumption: employee only about $289,985 at 4% or $193,323 at 6%; with 50% employer match about $193,323 at 4% or $128,882 at 6%; with 100% employer match about $144,993 at 4% or $96,662 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-27$6,129,622$313,184$11,599iApproximate average salary by contribution assumption: employee only about $289,985 at 4% or $193,323 at 6%; with 50% employer match about $193,323 at 4% or $128,882 at 6%; with 100% employer match about $144,993 at 4% or $96,662 at 6%.
Fiduciary Management Inc. Pension Plan-27---
2000231$11,925,505$455,624$14,698iApproximate average salary by contribution assumption: employee only about $367,439 at 4% or $244,959 at 6%; with 50% employer match about $244,959 at 4% or $163,306 at 6%; with 100% employer match about $183,719 at 4% or $122,480 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-31$6,159,976$242,913$7,836iApproximate average salary by contribution assumption: employee only about $195,898 at 4% or $130,598 at 6%; with 50% employer match about $130,598 at 4% or $87,066 at 6%; with 100% employer match about $97,949 at 4% or $65,299 at 6%.
Fiduciary Management Inc. Pension Plan-31$5,765,529$212,711$6,862iApproximate average salary by contribution assumption: employee only about $171,541 at 4% or $114,361 at 6%; with 50% employer match about $114,361 at 4% or $76,241 at 6%; with 100% employer match about $85,771 at 4% or $57,180 at 6%.
1999227$9,585,005$428,594$15,874iApproximate average salary by contribution assumption: employee only about $396,846 at 4% or $264,564 at 6%; with 50% employer match about $264,564 at 4% or $176,376 at 6%; with 100% employer match about $198,423 at 4% or $132,282 at 6%.
Fiduciary Management Inc. Profit Sharing Plan & Trust-27$4,959,569$238,528$8,834iApproximate average salary by contribution assumption: employee only about $220,859 at 4% or $147,240 at 6%; with 50% employer match about $147,240 at 4% or $98,160 at 6%; with 100% employer match about $110,430 at 4% or $73,620 at 6%.
Fiduciary Management Inc. Pension Plan-27$4,625,436$190,066$7,039iApproximate average salary by contribution assumption: employee only about $175,987 at 4% or $117,325 at 6%; with 50% employer match about $117,325 at 4% or $78,216 at 6%; with 100% employer match about $87,994 at 4% or $58,662 at 6%.