Original filing (PDF)20251002100029NAL0000220979001

FIDUCIARY WISE LLC FBO UPSTREAM BENEFITS

Name: FIDUCIARY WISE LLC FBO UPSTREAM BENEFITS — ETF ADVISOR K MEP FIDUCIARY WISE LLC, Form 5500 (2024)
Creator: FIDUCIARY WISE LLC FBO UPSTREAM BENEFITS

Form 5500-SF

FILING_RECEIVED

ETF ADVISOR K MEP FIDUCIARY WISE LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE LLC FBO UPSTREAM BENEFITS.

Plan sponsor

Name

FIDUCIARY WISE LLC FBO UPSTREAM BENEFITS

EIN