What public Form 5500 filings show about the Fiduciary Wise,LLC FBO Personalized Hematology-Oncology of WAKE Forest 401(k) plan — and how to find and check your own account.
Fiduciary Wise,LLC FBO Personalized Hematology-Oncology of WAKE Forest (EIN 45-4188515) reports ETF ADVISOR K MEP FIDUCIARY WISE, LLC on its most recent Form 5500, with $698K in plan assets across 16 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 Personalized Hematology-Oncology of WAKE Forest filing — schedules, fees, and providers.
Fiduciary Wise,LLC FBO Personalized Hematology-Oncology of WAKE Forest’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 Personalized Hematology-Oncology of WAKE ForestHR for the recordkeeper’s name and login.
