How big is Fiduciary Wise LLC FBO Epigentek Group Inc.'s plan?

Fiduciary Wise LLC FBO Epigentek Group Inc.'s plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20251001103604NAL0013085553001

Fiduciary Wise LLC FBO Epigentek Group Inc.

Name: Fiduciary Wise LLC FBO Epigentek Group Inc. — Form 5500 Plan 336 (2024)
Creator: Fiduciary Wise LLC FBO Epigentek Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ETF Advisor K MEP Fiduciary Wise LLC

401(k) retirement plan · Fiduciary Wise LLC FBO Epigentek Group Inc.'s ETF Advisor K MEP Fiduciary Wise LLC held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kristi Dalley signed Fiduciary Wise LLC FBO Epigentek Group Inc.'s 2024 Form 5500 as plan administrator.

Kristi Dalley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fiduciary Wise LLC FBO Epigentek Group Inc.'s EIN is 20-2491573.

EIN 20-2491573

Plan number 336

Plan year 2024

ACK ID 20251001103604NAL0013085553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fiduciary Wise LLC FBO Epigentek Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise LLC FBO Epigentek Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE LLC FBO EPIGENTEK GROUP INC.

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FIDUCIARY WISE LLC FBO EPIGENTEK GROUP INC

EIN

all filings

Address

2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295

Phone

(480) 855-4017

Industry

Professional & Technical Services

Plan administrator