· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FIDUCIARY WISE, LLC FBO TECHNICAL EMPOWERMENT, INC. — ETF ADVISOR K MEP FIDUCIARY WISE LLC, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001100500NAL0015895920001
FIDUCIARY WISE, LLC FBO TECHNICAL EMPOWERMENT, INC.
Form 5500-SF
FILING_RECEIVED
ETF ADVISOR K MEP FIDUCIARY WISE LLC
401(k) retirement plan
Active participants
19
Accounts w/ balance
40
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
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 TECHNICAL EMPOWERMENT, INC.
.
Find decision makers
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO TECHNICAL EMPOWERMENT, INC.
EIN
95-4665391
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(888) 402-9473
Industry
Custom Computer Programming
· Professional & Technical Services
see 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
2025-10-01
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 Custom Computer Programming plans
INTRAPRISE SOLUTIONS, INC.
INTRAPRISE SOLUTIONS, INC. RETIREMENT SAVINGS PLAN
$7.5M · 19 participants
INTELLITECHTURE CORPORATION
INTELLITECHTURE CORPORATION 401(K) P/S PLAN
$7.5M · 53 participants
RISE8, INC.
RISE8 401(K) PLAN
$7.5M · 106 participants
OMATIC SOFTWARE, LLC
OMATIC SOFTWARE, LLC 401(K) PLAN
$7.5M · 79 participants
PEOPLE DRIVEN TECHNOLOGY, INC.
PEOPLE DRIVEN TECHNOLOGY, INC.
$7.5M · 172 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ESYSTEMS, INC.
ESYSTEMS, INC. 401(K) PLAN
$7.5M · 114 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
