Original filing (PDF)20231006104251NAL0030876176001

Fiduciary Wise LLC FBO Phenix Automation

Name: Fiduciary Wise LLC FBO Phenix Automation — Form 5500 Plan 336 (2022)
Creator: Fiduciary Wise LLC FBO Phenix Automation
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 Phenix Automation's ETF Advisor K MEP Fiduciary Wise LLC filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kristi Dalley signed Fiduciary Wise LLC FBO Phenix Automation's 2022 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 Phenix Automation's EIN is 81-3359827.

EIN 81-3359827

Plan number 336

Plan year 2022

ACK ID 20231006104251NAL0030876176001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Fiduciary Wise LLC FBO Phenix Automation from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Fiduciary Wise LLC FBO Phenix Automation'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 PHENIX AUTOMATION.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FIDUCIARY WISE LLC FBO PHENIX AUTOMATION

EIN

all filings

Address

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

Phone

(480) 855-4017

Industry

Wholesale Trade

Plan administrator

Name

FIDUCIARY WISE

EIN

81-3799174

City

GILBERT, AZ

Phone

(480) 855-4017

Plan characteristics

Plan number

336

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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