| Plan Name | THE OPEN 401K MEP FIDUCIARY WISE, LLC |
| Plan identification number | 338 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE, LLC FBO JAKELICH CONSTRUCTION, INC. |
| Employer identification number (EIN): | 840994001 |
| NAIC Classification: | 238900 |
Additional information about FIDUCIARY WISE, LLC FBO JAKELICH CONSTRUCTION, INC.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2000-08-16 |
| Company Identification Number: | 20001159790 |
| Legal Registered Office Address: |
1910 W BATES AVE ENGLEWOOD United States of America (USA) 80110 |
More information about FIDUCIARY WISE, LLC FBO JAKELICH CONSTRUCTION, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 338 | 2023-01-01 | JEFF JAKELICH | 2024-10-08 | ||
| 338 | 2022-01-01 | KRISTI DALLEY | 2023-10-10 | ||
| 338 | 2021-01-01 | KRISTI DALLEY | 2022-07-13 | ||
| 338 | 2020-01-01 | KRISTI DALLEY | 2021-07-27 | ||
| 338 | 2019-01-01 | KRISTI DALLEY | 2020-07-15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-14 | 1374 |
| Net assets as of the end of the plan year | 2025-10-14 | 238754 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 223644 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 30000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 12500 |
| Other income to plan in this plan year | 2025-10-14 | 2792 |
| Plan net income in this plan year | 2025-10-14 | 15110 |
| Net assets as of the end of the plan year | 2025-10-14 | 238754 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 223644 |
| Employer contributions to plan in this plan year | 2025-10-14 | 1192 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 1374 |
| 2024 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-08 | 35294 |
| Net assets as of the end of the plan year | 2024-10-08 | 223644 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 232767 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 30000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 149 |
| Other income to plan in this plan year | 2024-10-08 | 26022 |
| Plan net income in this plan year | 2024-10-08 | -9123 |
| Net assets as of the end of the plan year | 2024-10-08 | 223644 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 232767 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 1535 |