Cpr Advisor K Mep Fiduciary Wise LLC — Form 5500 plan (Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cpr Advisor K Mep Fiduciary Wise LLC is a benefit plan reported by Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC under EIN 33-1227799 and plan number 340. The latest loaded filing year is 2023. The filing reports 367 participants and $12,343,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC
- EIN
- 33-1227799
- Plan number
- 340
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $12,343,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20240925160946NAL0014612913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,343,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,343,983
- Net assets (BOY)
- $10,386,699
Income & contributions
- Employer contributions
- $970,674
- Participant contributions
- $1,555,950
- Total contributions
- $2,527,202
- Total income / additions
- $4,256,960
Expenses & distributions
- Benefits paid
- $2,192,473
- Administrative expenses
- $107,203
- Total expenses
- $2,299,676
- Net increase / (decrease)
- $1,957,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futurebenefits Of America | RECORDKEEPER | $35,682 | not reported in the loaded dataset | 2023 |
| Fiduciary Wise, LLC | FIDUCIARY | $10,985 | not reported in the loaded dataset | 2023 |
| Bell Rock Capital | ADVSIOR | $5,497 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Futurebenefits Of America — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation
- Bell Rock Capital — Schedule C compensation