Civic Intelligence

Fiduciary Wise LLC

Plan context: Preferred Employer Plan II

EIN 92-3047404 • 2 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,513

2024 Assets

$75,769,033

2024 Contributions

$8,370,635

Historical Graphs

Total Assets Over Time

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

$75,769,033$37,884,517$020232024YearValue
$75,769,033Latest year 2024

Participants Over Time

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

1,513757020232024YearValue
1,513Latest 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
202411,513$75,769,033$8,370,635$5,532iApproximate average salary by contribution assumption: employee only about $138,312 at 4% or $92,208 at 6%; with 50% employer match about $92,208 at 4% or $61,472 at 6%; with 100% employer match about $69,156 at 4% or $46,104 at 6%.
Preferred Employer Plan II-1,513$75,769,033$8,370,635$5,532iApproximate average salary by contribution assumption: employee only about $138,312 at 4% or $92,208 at 6%; with 50% employer match about $92,208 at 4% or $61,472 at 6%; with 100% employer match about $69,156 at 4% or $46,104 at 6%.
20231415$7,192,046$1,264,517$3,047iApproximate average salary by contribution assumption: employee only about $76,176 at 4% or $50,784 at 6%; with 50% employer match about $50,784 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%.
Preferred Employer Plan II-415$7,192,046$1,264,517$3,047iApproximate average salary by contribution assumption: employee only about $76,176 at 4% or $50,784 at 6%; with 50% employer match about $50,784 at 4% or $33,856 at 6%; with 100% employer match about $38,088 at 4% or $25,392 at 6%.