Original filing (PDF)20251009105720NAL0011302032001

FIDUCIARY WISE, LLC FBO MEDICAL SURGICAL SPECIALISTS OF KERRVILLE

Name: FIDUCIARY WISE, LLC FBO MEDICAL SURGICAL SPECIALISTS OF KERRVILLE — ETF ADVISOR K MEP FIDUCIARY WISE, LLC, Form 5500 (2024)
Creator: FIDUCIARY WISE, LLC FBO MEDICAL SURGICAL SPECIALISTS OF KERRVILLE

Form 5500-SF

FILING_RECEIVED

ETF ADVISOR K MEP FIDUCIARY WISE, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO MEDICAL SURGICAL SPECIALISTS OF KERRVILLE.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO MEDICAL SURGICAL SPECIALISTS OF KERRVILLE

EIN

74-2921790

Address

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

Phone

(480) 855-4017

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator