Civic Intelligence

FIDUCIARY WISE, LLC FBO SBBPS RETIREMENT PLAN

Plan context: Fiduciary Wise 401(K) Plan

EIN 81-3799174 • Gilbert, AZ • 17 filings • 9 plans

2487 S. Gilbert, Suite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$350,550

2025 Contributions

$21,262

Historical Graphs

Total Assets Over Time

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

$55,303,797$27,651,899$0201820222025YearValue
$350,550Latest year 2025

Participants Over Time

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

8854430201820222025YearValue
6Latest year 2025

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
202516$350,550$21,262$3,544iApproximate average salary by contribution assumption: employee only about $88,592 at 4% or $59,061 at 6%; with 50% employer match about $59,061 at 4% or $39,374 at 6%; with 100% employer match about $44,296 at 4% or $29,531 at 6%.
Fiduciary Wise 401(K) Plan-6$350,550$21,262$3,544iApproximate average salary by contribution assumption: employee only about $88,592 at 4% or $59,061 at 6%; with 50% employer match about $59,061 at 4% or $39,374 at 6%; with 100% employer match about $44,296 at 4% or $29,531 at 6%.
20244872$55,303,797$10,096,234$11,578iApproximate average salary by contribution assumption: employee only about $289,456 at 4% or $192,971 at 6%; with 50% employer match about $192,971 at 4% or $128,647 at 6%; with 100% employer match about $144,728 at 4% or $96,485 at 6%.
Sdm Retirement Plan-872$40,753,400$8,054,957$9,237iApproximate average salary by contribution assumption: employee only about $230,933 at 4% or $153,956 at 6%; with 50% employer match about $153,956 at 4% or $102,637 at 6%; with 100% employer match about $115,467 at 4% or $76,978 at 6%.
Iowa Senior 401(K) Pooled Employer Plan-846$12,728,852$1,470,636$1,738iApproximate average salary by contribution assumption: employee only about $43,459 at 4% or $28,972 at 6%; with 50% employer match about $28,972 at 4% or $19,315 at 6%; with 100% employer match about $21,729 at 4% or $14,486 at 6%.
SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC-31$1,521,241$266,054$8,582iApproximate average salary by contribution assumption: employee only about $214,560 at 4% or $143,040 at 6%; with 50% employer match about $143,040 at 4% or $95,360 at 6%; with 100% employer match about $107,280 at 4% or $71,520 at 6%.
Fiduciary Wise 401(K) Plan-6$300,304$304,587$50,765iApproximate average salary by contribution assumption: employee only about $1,269,113 at 4% or $846,075 at 6%; with 50% employer match about $846,075 at 4% or $564,050 at 6%; with 100% employer match about $634,556 at 4% or $423,038 at 6%.
20233885$46,434,740$8,197,006$9,262iApproximate average salary by contribution assumption: employee only about $231,554 at 4% or $154,369 at 6%; with 50% employer match about $154,369 at 4% or $102,913 at 6%; with 100% employer match about $115,777 at 4% or $77,185 at 6%.
Sdm Retirement Plan-752$33,308,094$7,502,196$9,976iApproximate average salary by contribution assumption: employee only about $249,408 at 4% or $166,272 at 6%; with 50% employer match about $166,272 at 4% or $110,848 at 6%; with 100% employer match about $124,704 at 4% or $83,136 at 6%.
Iowa Senior 401(K) Pooled Employer Plan-885$12,002,405$482,255$545iApproximate average salary by contribution assumption: employee only about $13,623 at 4% or $9,082 at 6%; with 50% employer match about $9,082 at 4% or $6,055 at 6%; with 100% employer match about $6,812 at 4% or $4,541 at 6%.
SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC-37$1,124,241$212,555$5,745iApproximate average salary by contribution assumption: employee only about $143,618 at 4% or $95,745 at 6%; with 50% employer match about $95,745 at 4% or $63,830 at 6%; with 100% employer match about $71,809 at 4% or $47,873 at 6%.
2022139$976,673$266,201$6,826iApproximate average salary by contribution assumption: employee only about $170,642 at 4% or $113,761 at 6%; with 50% employer match about $113,761 at 4% or $75,841 at 6%; with 100% employer match about $85,321 at 4% or $56,881 at 6%.
SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC-39$976,673$266,201$6,826iApproximate average salary by contribution assumption: employee only about $170,642 at 4% or $113,761 at 6%; with 50% employer match about $113,761 at 4% or $75,841 at 6%; with 100% employer match about $85,321 at 4% or $56,881 at 6%.
2021234$1,586,502$342,821$10,083iApproximate average salary by contribution assumption: employee only about $252,074 at 4% or $168,050 at 6%; with 50% employer match about $168,050 at 4% or $112,033 at 6%; with 100% employer match about $126,037 at 4% or $84,025 at 6%.
SBBPS RETIREMENT PLAN-34$916,881$147,621$4,342iApproximate average salary by contribution assumption: employee only about $108,545 at 4% or $72,363 at 6%; with 50% employer match about $72,363 at 4% or $48,242 at 6%; with 100% employer match about $54,272 at 4% or $36,182 at 6%.
PERSONALIZED HEMATOLOGY CASH BALANCE PLAN-4$669,621$195,200$48,800iApproximate average salary by contribution assumption: employee only about $1,220,000 at 4% or $813,333 at 6%; with 50% employer match about $813,333 at 4% or $542,222 at 6%; with 100% employer match about $610,000 at 4% or $406,667 at 6%.
20203261$10,987,836$748,477$2,868iApproximate average salary by contribution assumption: employee only about $71,693 at 4% or $47,795 at 6%; with 50% employer match about $47,795 at 4% or $31,864 at 6%; with 100% employer match about $35,847 at 4% or $23,898 at 6%.
PREFERRED EMPLOYER PLAN FOR FOOTHILLS GATEWAY, INC.-261$10,350,666$375,578$1,439iApproximate average salary by contribution assumption: employee only about $35,975 at 4% or $23,983 at 6%; with 50% employer match about $23,983 at 4% or $15,989 at 6%; with 100% employer match about $17,987 at 4% or $11,992 at 6%.
PERSONALIZED HEMATOLOGY CASH BALANCE PLAN-3$452,918$210,130$70,043iApproximate average salary by contribution assumption: employee only about $1,751,083 at 4% or $1,167,389 at 6%; with 50% employer match about $1,167,389 at 4% or $778,259 at 6%; with 100% employer match about $875,542 at 4% or $583,694 at 6%.
SBBPS RETIREMENT PLAN-13$184,252$162,769$12,521iApproximate average salary by contribution assumption: employee only about $313,017 at 4% or $208,678 at 6%; with 50% employer match about $208,678 at 4% or $139,119 at 6%; with 100% employer match about $156,509 at 4% or $104,339 at 6%.
201912$225,000$225,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
PERSONALIZED HEMATOLOGY CASH BALANCE PLAN-2$225,000$225,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
2018218$1,907,188$1,121,291$62,294iApproximate average salary by contribution assumption: employee only about $1,557,349 at 4% or $1,038,232 at 6%; with 50% employer match about $1,038,232 at 4% or $692,155 at 6%; with 100% employer match about $778,674 at 4% or $519,116 at 6%.
THE ERISA TOTAL SOLUTIONS 401K PLAN AGRICULTURAL RETAILERS ASSOC.-9$977,356$1,036,602$115,178iApproximate average salary by contribution assumption: employee only about $2,879,450 at 4% or $1,919,633 at 6%; with 50% employer match about $1,919,633 at 4% or $1,279,756 at 6%; with 100% employer match about $1,439,725 at 4% or $959,817 at 6%.
THE ERISA TOTAL SOLUTIONS 401K PLAN FOR WESTERN READY-MIX, INC.-18$929,832$84,689$4,705iApproximate average salary by contribution assumption: employee only about $117,624 at 4% or $78,416 at 6%; with 50% employer match about $78,416 at 4% or $52,277 at 6%; with 100% employer match about $58,812 at 4% or $39,208 at 6%.