How big is Fiduciary Wise LLC FBO GELA CELE, LLC's plan?

Fiduciary Wise LLC FBO GELA CELE, LLC's plan reported $369K in assets and 180 participants for 2022.

Original filing (PDF)20230724183930NAL0011781264001

Fiduciary Wise LLC FBO GELA CELE, LLC

Name: Fiduciary Wise LLC FBO GELA CELE, LLC — ETF Advisor, Form 5500 (2022)
Creator: Fiduciary Wise LLC FBO GELA CELE, LLC
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 GELA CELE, LLC's ETF Advisor K MEP Fiduciary Wise LLC held $369K in plan assets for 180 participants in 2022.

Signals · 1

No auditor on file

Active participants

180

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

People on this filing

Kristi Dalley signed Fiduciary Wise LLC FBO GELA CELE, LLC's 2022 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 GELA CELE, LLC's EIN is 27-4181312.

EIN 27-4181312

Plan number 336

Plan year 2022

ACK ID 20230724183930NAL0011781264001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Fiduciary Wise LLC FBO GELA CELE, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Fiduciary Wise LLC FBO GELA CELE, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score