| Plan Name | ITROBERTSON CONSULTING SPIN OFF |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE, LLC FBO ITROBERTSON CONSULTING, LLC |
| Employer identification number (EIN): | 464244196 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | IAN ROBERTSON | 2024-10-08 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ITROBERTSON CONSULTING SPIN OFF 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-08 | 80581 |
| Total expenses incurred by plan in this plan year | 2024-10-08 | 80588 |
| Net assets as of the end of the plan year | 2024-10-08 | 0 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 0 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 1000 |
| Other income to plan in this plan year | 2024-10-08 | 7 |
| Plan net income in this plan year | 2024-10-08 | -80581 |
| Net assets as of the end of the plan year | 2024-10-08 | 0 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 100 |