FIDUCIARY WISE LLC FBO PORT ALLIANCE LOGISTICS INTERNATIONAL
Form 5500-SF
FILING_RECEIVED
ETF ADVISOR K MEP FIDUCIARY WISE LLC
401(k) retirement plan
Active participants
18
Accounts w/ balance
23
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
84
/ 100
Grade B
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
45
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE LLC FBO PORT ALLIANCE LOGISTICS INTERNATIONAL.
Plan sponsor
Name
FIDUCIARY WISE LLC FBO PORT ALLIANCE LOGISTICS INTERNATIONAL
EIN
20-0472390
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
