FIDUCIARY WISE, LLC FBO JIMMY BRITT CHEVROLET BUICK GMC
Form 5500-SF
FILING_RECEIVED
ETF ADVISOR K MEP FIDUCIARY WISE LLC
401(k) retirement plan
Active participants
110
Accounts w/ balance
64
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score
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
92
Total plan cost
n/a
Plan health
16
Vendor & structure
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO JIMMY BRITT CHEVROLET BUICK GMC.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO JIMMY BRITT CHEVROLET BUICK GMC
EIN
20-8734054
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
