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| Company Name: | FIDUCIARY WISE, LLC FBO SBBPS RETIREMENT PLAN |
| Employer identification number (EIN): | 813799174 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-06-30 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-11-22 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-11-23 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-10-15 | ||||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2025-09-29 | |||||
| Date last seen: 2025-09-29 | |||||
| Date | Description |
|---|---|
| 2023-10-11 | 813799174 Change of name detected from FIDUCIARY WISE, LLC to FIDUCIARY WISE, LLC FBO SBBPS RETIREMENT PLAN |
| 2023-10-11 | 813799174 Change of plan name detected from SBBPS RETIREMENT PLAN to SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC for plan ID 349 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 342 | THE ERISA TOTAL SOLUTIONS 401K PLAN FOR WESTERN READY-MIX, INC. | 2018-04-01 | 2018-10-01 |
| 001 | PERSONALIZED HEMATOLOGY CASH BALANCE PLAN | 2019-01-01 | 2019-01-01 |
| 349 | SBBPS RETIREMENT PLAN FIDUCIARY WISE LLC | 2020-01-01 | 2019-01-01 |
| 200 | PREFERRED EMPLOYER PLAN FOR FOOTHILLS GATEWAY, INC. | 2020-07-01 | 2020-07-01 |
| 401 | IOWA SENIOR 401(K) POOLED EMPLOYER PLAN | 2023-08-01 | 2023-08-01 |
| 003 | SDM RETIREMENT PLAN | 2023-01-01 | 2023-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2022-09-12 | Employer Contributions | $ 48,200 | |||
| 2022-09-12 | Employee Contributions | $ 48,200 | |||
| 2022-08-25 | Employer Contributions | $ 24,000 | |||
| 2022-08-25 | Employee Contributions | $ 24,000 | |||
| 2022-07-28 | Employer Contributions | $ 48,000 | |||
| 2022-07-28 | Employee Contributions | $ 48,000 | |||
| 2022-06-24 | Employer Contributions | $ 12,000 | |||
| 2022-06-24 | Employee Contributions | $ 12,000 | |||
| 2022-02-16 | Employer Contributions | $ 27,000 | |||
| 2022-02-16 | Employee Contributions | $ 27,000 | |||
| 2022-01-26 | Employer Contributions | $ 36,000 | |||
| 2022-01-26 | Employee Contributions | $ 36,000 | |||
| 2020-09-15 | Employer Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-09-15 | Employee Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-08-31 | Employer Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-08-31 | Employee Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-08-15 | Employer Contributions | $ 6,000 | 261 | $ 23 | |
| 2020-08-15 | Employee Contributions | $ 6,000 | 261 | $ 23 | |
| 2020-07-31 | Employer Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-07-31 | Employee Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-07-15 | Employer Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-07-15 | Employee Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-06-30 | Employer Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-06-30 | Employee Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-06-15 | Employer Contributions | $ 6,000 | 261 | $ 23 | |
| 2020-06-15 | Employee Contributions | $ 6,000 | 261 | $ 23 | |
| 2020-05-30 | Employer Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-05-30 | Employee Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-05-15 | Employer Contributions | $ 10,000 | 261 | $ 38 | |
| 2020-05-15 | Employee Contributions | $ 10,000 | 261 | $ 38 | |
| 2020-04-30 | Employer Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-04-30 | Employee Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-04-15 | Employer Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-04-15 | Employee Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-03-31 | Employer Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-03-31 | Employee Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-03-15 | Employer Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-03-15 | Employee Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-02-29 | Employer Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-02-29 | Employee Contributions | $ 12,000 | 261 | $ 46 | |
| 2020-02-15 | Employer Contributions | $ 6,000 | 261 | $ 23 | |
| 2020-02-15 | Employee Contributions | $ 6,000 | 261 | $ 23 | |
| 2020-01-31 | Employer Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-01-31 | Employee Contributions | $ 18,000 | 261 | $ 69 | |
| 2020-01-15 | Employer Contributions | $ 16,000 | 261 | $ 61 | |
| 2020-01-15 | Employee Contributions | $ 16,000 | 261 | $ 61 | |
| 2019-12-20 | Employer Contributions | $ 7,000 | |||
| 2019-12-20 | Employee Contributions | $ 7,000 |
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