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FIDUCIARY WISE LLC FBO THE FOLEY GROUP — CPR ADVISOR K MEP FIDUCIARY WISE LLC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015190639NAL0002899699001
FIDUCIARY WISE LLC FBO THE FOLEY GROUP
Form 5500-SF
FILING_RECEIVED
CPR ADVISOR K MEP FIDUCIARY WISE LLC
401(k) retirement plan
Active participants
28
Accounts w/ balance
11
Plan assets (EOY)
$305K
Net assets (EOY)
$305K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FIDUCIARY WISE LLC FBO THE FOLEY GROUP
.
Find decision makers
Plan sponsor
Name
FIDUCIARY WISE LLC FBO THE FOLEY GROUP
EIN
36-4723870
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(480) 855-4017
Industry
Mining, Quarrying, Oil & Gas
see all
Plan administrator
Name
FIDUCIARY WISE, LLC
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-4017
Plan characteristics
Plan number
340
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
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Knocking points off
Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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