CPR Financial & Insurance Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,013

Total plan assets

$52.9M

Filings (rows)

Direct comp

$222K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fiduciary Wise LLC FBO Arcelormittal Texas HBI, LLC CPR Advisor K MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	248	$14.1M	$46K	$0
Fiduciary Wise, LLC FBO PSN Services, LLC CPR Advisor K MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	806	$11.8M	$55K	$0
Fiduciary Wise LLC FBO Arcelormittal Texas HBI, LLC CPR Advisor K MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	260	$10.4M	$35K	$0
Fiduciary Wise, LLC FBO PSN Services, LLC CPR Advisor K MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	792	$9.4M	$47K	$0
Fiduciary Wise, LLC FBO PSN Services, LLC CPR Advisor K MEP Fiduciary Wise LLC · all filings	GILBERT, AZ	Advisor / Consultant	907	$7.2M	$39K	$0