What public Form 5500 filings show about the Fiduciary Wise LLC FBO LULU CHEN, MD. Inc. 401(k) plan — and how to find and check your own account.
Fiduciary Wise LLC FBO LULU CHEN, MD. Inc. (EIN 26-1261185) reports ETF ADVISOR K 401K MEP FIDUCIARY WISE LLC on its most recent Form 5500, with $745K in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Fiduciary Wise LLC FBO LULU CHEN, MD. Inc. filing — schedules, fees, and providers.
Fiduciary Wise LLC FBO LULU CHEN, MD. Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Fiduciary Wise LLC FBO LULU CHEN, MD. Inc.HR for the recordkeeper’s name and login.
