Plan5500

The Open 401k Mep Fiduciary Wise LLC — Form 5500 plan (Fiduciary Wise LLC Fbo Woodcreek Provider Services, 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, The Open 401k Mep Fiduciary Wise LLC is a benefit plan reported by Fiduciary Wise LLC Fbo Woodcreek Provider Services, LLC under EIN 91-1876332 and plan number 338. The latest loaded filing year is 2023. The filing reports 142 participants and $4,418,872 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.4MPlan net assets, end of year$4,418,872
Participants142Covered participants reported
Assets / participant$31.1KComputed: assets ÷ participants$31,119 (computed)
Provider compensation$22.5K2 Schedule C provider row(s)$22,521
Plan sponsor
Fiduciary Wise LLC Fbo Woodcreek Provider Services, LLC
EIN
91-1876332
Plan number
338
Plan type
2
Location
Gilbert, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    142 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$96.1K
Participant$266.6K
Full reported line items

Net assets

Total assets (EOY)
$4,418,872
Total liabilities (EOY)
$0
Net assets (EOY)
$4,418,872
Net assets (BOY)
$4,667,304

Income & contributions

Employer contributions
$96,148
Participant contributions
$266,592
Total contributions
$362,740
Total income / additions
$1,042,754

Expenses & distributions

Benefits paid
$1,257,115
Administrative expenses
$34,071
Total expenses
$1,291,186
Net increase / (decrease)
-$248,432
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income121%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Futurebenefits Of America$11.5K
    RECORDKEEPER · Direct $11.5K
  2. 2
    Flaherty Financial Group$11K
    ADVISOR · Direct $11K

What to inspect next

Frequently asked questions

Who sponsors the The Open 401k Mep Fiduciary Wise LLC?
The Open 401k Mep Fiduciary Wise LLC is reported as sponsored by Fiduciary Wise LLC Fbo Woodcreek Provider Services, LLC (EIN 91-1876332, plan number 338) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Open 401k Mep Fiduciary Wise LLC?
The latest Form 5500 filing year loaded for The Open 401k Mep Fiduciary Wise LLC is 2023.
How many participants does The Open 401k Mep Fiduciary Wise LLC report?
The Open 401k Mep Fiduciary Wise LLC reports 142 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Open 401k Mep Fiduciary Wise LLC?
The Open 401k Mep Fiduciary Wise LLC reports $4,418,872 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages