THE OPEN 401K MEP FIDUCIARY WISE, LLC 401k Plan overview

THE OPEN 401K MEP FIDUCIARY WISE, LLC Benefits

401k Sponsoring company profile

Company Name:	FIDUCIARY WISE, LLC FBO HOLISTIC HOME GROUP, LLC
Employer identification number (EIN):	844906860
NAIC Classification:	531310

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
338	2023-01-01	KAREN MILLER	2024-07-15
338	2022-01-01	KRISTI DALLEY	2023-07-07
338	2021-01-01	KRISTI DALLEY	2022-08-26

Plan Statistics for THE OPEN 401K MEP FIDUCIARY WISE, LLC

Measure	Date	Value
2025: THE OPEN 401K MEP FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year	2025-09-12	3
Total number of particpants at end of year	2025-09-12	3
Number of Participants With Account Balances	2025-09-12	2
2024: THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year	2024-07-15	3
Total number of particpants at end of year	2024-07-15	3
Number of Participants With Account Balances	2024-07-15	2

Financial Data on THE OPEN 401K MEP FIDUCIARY WISE, LLC

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