FIDUCIARY WISE, LLC FBO FARMINGTON VALLEY PLUMBING
Form 5500-SF
FILING_RECEIVED
ETF ADVISOR K MEP FIDUCIARY WISE LLC
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$107K
Net assets (EOY)
$107K
Plan health score
86
/ 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
51
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC FBO FARMINGTON VALLEY PLUMBING.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO FARMINGTON VALLEY PLUMBING
EIN
82-4866035
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(888) 402-9473
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
FIDUCIARY WISE LLC
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-4017
Plan characteristics
Plan number
336
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
