Original filing (PDF)20250715141132NAL0001676323001

Fiduciary Wise LLC FBO Harbor Aluminum Intelligence UNIT LLC

Name: Fiduciary Wise LLC FBO Harbor Aluminum Intelligence UNIT LLC — Form 5500 Plan 336 (2024)
Creator: Fiduciary Wise LLC FBO Harbor Aluminum Intelligence UNIT 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 Harbor Aluminum Intelligence UNIT LLC's ETF Advisor K MEP Fiduciary Wise LLC held $272K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

People on this filing

Kristi Dalley signed Fiduciary Wise LLC FBO Harbor Aluminum Intelligence UNIT LLC's 2024 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 Harbor Aluminum Intelligence UNIT LLC's EIN is 46-0912593.

EIN 46-0912593

Plan number 336

Plan year 2024

ACK ID 20250715141132NAL0001676323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fiduciary Wise LLC FBO Harbor Aluminum Intelligence UNIT LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fiduciary Wise LLC FBO Harbor Aluminum Intelligence UNIT 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 HARBOR ALUMINUM INTELLIGENCE UNIT LLC.

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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

Helping the score