Search public Form 5500 filings

Plans

• planIsagenix International LLC 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
  $41.5Mreported assets (EOY)
  Sponsor: Isagenix International LLCEIN: 72-1532513Plan: 001Participants: 613Assets: $41,546,778Net assets: $41.5MAssets / participant: $67.8KLocation: Gilbert, AZLatest: 2023
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• planPhoenix Logistics, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $35Mreported assets (EOY)
  Sponsor: Phoenix Logistics, LLCEIN: 86-0683885Plan: 001Participants: 812Assets: $34,983,385Net assets: $35MAssets / participant: $43.1KLocation: Gilbert, AZLatest: 2023
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• planSdm Retirement PlanFinancial statementProvider compensation2023 filing
  $33.3Mreported assets (EOY)
  Sponsor: Fiduciary Wise, LLCEIN: 81-3799174Plan: 003Participants: 956Assets: $33,308,094Net assets: $33.3MAssets / participant: $34.8KLocation: Gilbert, AZLatest: 2023
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• planUnicon, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $23.4Mreported assets (EOY)
  Sponsor: Unicon, Inc.EIN: 86-0731129Plan: 001Participants: 146Assets: $23,430,154Net assets: $23.4MAssets / participant: $160.5KLocation: Gilbert, AZLatest: 2023
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• planHunter Contracting Co. Inc. Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
  $19.3Mreported assets (EOY)
  Sponsor: Hunter Contracting Co., Inc.EIN: 86-0172434Plan: 001Participants: 556Assets: $19,291,774Net assets: $19.3MAssets / participant: $34.7KLocation: Gilbert, AZLatest: 2023
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• planEkstra 401(K) Plan Fbo Jesse Engineering CompanyFinancial statementProvider compensation2023 filing
  $13.9Mreported assets (EOY)
  Sponsor: Fiduciary Wise, LLC Fbo Jesse Engineering CompanyEIN: 91-0978113Plan: 300Participants: 130Assets: $13,885,984Net assets: $13.9MAssets / participant: $106.8KLocation: Gilbert, AZLatest: 2023
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• planCpr Advisor K Mep Fiduciary Wise LLCFinancial statementProvider compensation2023 filing
  $12.3Mreported assets (EOY)
  Sponsor: Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLCEIN: 33-1227799Plan: 340Participants: 367Assets: $12,343,983Net assets: $12.3MAssets / participant: $33.6KLocation: Gilbert, AZLatest: 2023
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• planIowa Senior 401(K) Pooled Employer PlanFinancial statementProvider compensation2023 filing
  $12Mreported assets (EOY)
  Sponsor: Fiduciary Wise, LLCEIN: 81-3799174Plan: 401Participants: 0Assets: $12,002,405Net assets: $12MLocation: Gilbert, AZLatest: 2023
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