Original filing (PDF)20231016095618NAL0024479651001

FIDUCIARY WISE, LLC FBO IATROS SPIN OFF

Name: FIDUCIARY WISE, LLC FBO IATROS SPIN OFF — IATROS SPIN OFF, Form 5500 (2022)
Creator: FIDUCIARY WISE, LLC FBO IATROS SPIN OFF

Form 5500-SF

FILING_RECEIVED

IATROS SPIN OFF

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC FBO IATROS SPIN OFF.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO IATROS SPIN OFF

EIN

27-3236002

Address

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

Phone

(480) 855-4017

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

FETTLE & FIT PLLC

FETTLE & FIT 401(K) PLAN

NEVADA PHYSICAL THERAPY

NEVADA PHYSICAL THERAPY 401(K) PROFIT SHARING PLAN AND TRUST

PEAK PHYSICAL THERAPY

PEAK PHYSICAL THERAPY 401K PLAN

GREAT LAKES SEMINARS, LLC

GREAT LAKES SEMINARS WELFARE PLAN

ARCTIC PHYSICAL THERAPY SERVICES, INC.

ARCTIC PHYSICAL THERAPY SERVICES, INC. 401(K) PROFIT SHARING PLAN