PREFERRED EMPLOYER PLAN FBO INSTITUTIONAL AND FAMILY ASSET MANAGEMENT,

[ EIN: 47-2600132 | Plan No. 200 ]

Form 5500 filing classifies PREFERRED EMPLOYER PLAN FBO INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, as a 401(k) plan, sponsored by FIDUCIARY WISE, LLC FBO INSTITUTIONAL AND FAMILY ASSET MNGM. The plan is a Small Plan with 0 participants and total assets of $0 reported for the 2024 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: FIDUCIARY WISE, LLC FBO INSTITUTIONAL AND FAMILY ASSET MNGM

Location: 2487 S. GILBERT ROAD, GILBERT, AZ 85295

EIN: 472600132

Plan Number: 200

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 0

Total Assets: $0

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