FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC.
Form 5500-SF
FILING_RECEIVED
CPR ADVISOR K MEP FIDUCIARY WISE LLC
401(k) retirement plan
Active participants
35
Accounts w/ balance
43
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score
85
/ 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
47
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC..
Plan sponsor
Name
FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC.
EIN
75-2407220
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
