· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FIDUCIARY WISE,LLC FBO PRECISION PODIATRY — CPR ADVISOR K MEP FIDUCIARY WISE,LLC, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251016122746NAL0008222336001
FIDUCIARY WISE,LLC FBO PRECISION PODIATRY
Form 5500-SF
FILING_RECEIVED
CPR ADVISOR K MEP FIDUCIARY WISE,LLC
401(k) retirement plan
Active participants
28
Accounts w/ balance
24
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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 PRECISION PODIATRY
.
Find decision makers
Plan sponsor
Name
FIDUCIARY WISE,LLC FBO PRECISION PODIATRY
EIN
74-2939527
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(480) 855-4017
Industry
Health Care & Social Assistance
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
2025-10-16
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
Related plans
Similar-size Health Care & Social Assistance plans
CINNAMINSON PODIATRY GROUP, LLC
CINNAMINSON PODIATRY GROUP 401K PROFIT SHARING PLAN
$2.0M · 4 participants
FOOT HEALTHCARE ASSOCIATES PC
FOOT HEALTHCARE ASSOCIATES PC 401(K) PROFIT SHARING PLAN
$2.0M · 36 participants
MICHAEL MUSCATELLA, LTD
FAMILY FOOT & ANKLE CENTER OF CHAMPAIGN 401(K) PLAN
$2.0M · 6 participants
RONALD S. D AMICO, D.P.M.
RONALD S. D'AMICO, D.P.M. SELF-EMPLOYED RETIREMENT PLAN
$1.9M · 5 participants
ALBUQUERQUE ASSOCIATED PODIATRISTS, LLC
100
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.
ALBUQUERQUE ASSOCIATED PODIATRISTS 401(K) PLAN
$2.0M · 20 participants
JAMES A. BAIRD, D.P.M., P.C.
JAMES A. BAIRD, D.P.M., P.C. 401(K) PROFIT SHARING PLAN
$1.9M · 6 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
