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

Plan NameTHE OPEN 401K MEP FIDUCIARY WISE, LLC
Plan identification number 338

THE OPEN 401K MEP FIDUCIARY WISE, LLC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIDUCIARY WISE, LLC FBO ISDESIGN PLLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO ISDESIGN PLLC
Employer identification number (EIN):921537730
NAIC Classification:541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OPEN 401K MEP FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3382023-01-01KAREN MILLER2024-06-26

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

401k plan membership statisitcs 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 year2025-09-1211
Total number of particpants at end of year2025-09-1211
Number of Participants With Account Balances2025-09-1210
2024: THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-268
Total number of particpants at end of year2024-06-2611
Number of Participants With Account Balances2024-06-269

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

Measure Date Value
2025 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-123442
Net assets as of the end of the plan year2025-09-12228578
Total assets as of the beginning of the plan year2025-09-12106830
Value of plan covered by a fidelity bond2025-09-1220000
Participant contributions to plan in this plan year2025-09-1297977
Other income to plan in this plan year2025-09-12-7312
Plan net income in this plan year2025-09-12121748
Net assets as of the end of the plan year2025-09-12228578
Net assets as of the beginning of the plan year2025-09-12106830
Employer contributions to plan in this plan year2025-09-1234525
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-122522
2024 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-26166
Net assets as of the end of the plan year2024-06-26106830
Total assets as of the beginning of the plan year2024-06-260
Value of plan covered by a fidelity bond2024-06-2610000
Participant contributions to plan in this plan year2024-06-2671032
Other income to plan in this plan year2024-06-2612980
Plan net income in this plan year2024-06-26106830
Net assets as of the end of the plan year2024-06-26106830
Net assets as of the beginning of the plan year2024-06-260
Employer contributions to plan in this plan year2024-06-2622984
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-26166

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