Makes Sense 401k Fiduciary Wise, LLC
Fiduciary Wise, LLC Fbo Levee Unlimited, Inc., Gilbert AZ. Employer ID 742962884, plan number 334. Annual reports on file for 2014 to 2024.
Where the money went
Plans that moved money into this one:
- 2016: money from Makes Sense 401k Plan moved in.
- Filed 2014-2024Makes Sense 401k Fiduciary Wise, LLC, Fiduciary Wise, LLC Fbo Levee Unlimited, Inc.
- TodayMakes Sense 401k Fiduciary Wise, LLC still files. That is where to ask.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 4 | 0 | Filing |
| 2015 | 5 | 0 | Filing |
| 2016 | 5 | 1 | Filing |
| 2017 | 5 | — | Filing |
| 2018 | 5 | — | Filing |
| 2019 | 5 | — | Filing |
| 2020 | 3 | — | Filing |
| 2021 | 3 | — | Filing |
| 2022 | 4 | — | Filing |
| 2023 | 5 | — | Filing |
| 2024 | 4 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.