Original filing (PDF)20251001095108NAL0031336226001

FIDUCIARY WISE LLC FBO THE CENTER FOR PERIODONTICS & IMPLANT DENTISTRY

Name: FIDUCIARY WISE LLC FBO THE CENTER FOR PERIODONTICS & IMPLANT DENTISTRY — ETF ADVISOR K MEP FIDUCIARY WISE LLC, Form 5500 (2024)
Creator: FIDUCIARY WISE LLC FBO THE CENTER FOR PERIODONTICS & IMPLANT DENTISTRY

Form 5500-SF

FILING_RECEIVED

ETF ADVISOR K MEP FIDUCIARY WISE LLC

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

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

Knocking points off

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.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE LLC FBO THE CENTER FOR PERIODONTICS & IMPLANT DENTISTRY.

Plan sponsor

Name

FIDUCIARY WISE LLC FBO THE CENTER FOR PERIODONTICS & IMPLANT DENTISTRY

EIN

27-0737788all filings

Address

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

Phone

(480) 855-4017

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator