Fiduciary Wise, LLC Fbo Psn Services, LLC: 401(k) plan, 1,056 participants (Gilbert, AZ)
Fiduciary Wise, LLC Fbo Psn Services, LLC (Gilbert, Arizona): 401(k) plan, 1,056 participants (Gilbert, AZ). Its participants of 1,056 is above the median of 294 (81st percentile). Dated 21 days ago, it is in the active follow-up window. Score 65/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 1,056 · 81th percentile of 126,658 BenefitPlanPulse records · 3.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related AZ BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Fiduciary Wise, LLC Fbo Psn Services, LLC |
| EIN | 824690433 |
| Plan | Cpr Advisor K Mep Fiduciary Wise LLC |
| Plan type | 401(k) |
| Trigger | Plan with 100+ participants |
| Participants | 1056 |
| Industry | Health care |
| Location | Gilbert, AZ |
| Plan effective | 2018-06-01 |
| Plan year | 2025 |
| Filed | 2026-10-15 |
| participants percentile | 81th of 126,658 (median 294, 3.6x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-15
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Fiduciary Wise, LLC Fbo Psn Services, LLC and 2,014 Arizona peers
- Arizona BenefitPlanPulse records like this one: 2,014
- Fiduciary Wise, LLC Fbo Psn Services, LLC's participants: 81st percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Arizona peer: $402,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- Filed in the last 30 days.
- 1056 participants.
- 401(k) plan.
What is the BenefitPlanPulse record for Fiduciary Wise, LLC Fbo Psn Services, LLC in Gilbert, Arizona?
Fiduciary Wise, LLC Fbo Psn Services, LLC filed a Form 5500 for its 401(k) plan (plan with 100+ participants) with 1056 participants on 2026-10-15.
How does Fiduciary Wise, LLC Fbo Psn Services, LLC compare to other Arizona BenefitPlanPulse records?
Its participants of 1,056 sits in the upper half (81th percentile) of 126,658 records; the median is 294. It is 21 days old, still within a typical 45-day follow-up window.
Fiduciary Wise, LLC Fbo Psn Services, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Fiduciary Wise, LLC Fbo Psn Services, LLC | Gilbert, AZ | 1,056 | 81st | 2026-10-15 |
| Rae Corporation | Pryor, OK | 714 | 74th | 2026-10-24 |
| Sightglass Mgmt, INC. | Alameda, CA | 462 | 64th | 2026-10-23 |
| Fresh Direct Holdings, INC | Bronx, NY | 1,693 | 87th | 2026-10-23 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.