401(k) · DOL Form 5500 · 2022
Fiduciary Wise LLC Fbo Prime Care Coordination, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 371
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $4,881
- Avg per participant Low balance/head
Official DOL plan name: Etf Advisor K Mep Fiduciary Wise LLC · Sponsored by Fiduciary Wise LLC Fbo Prime Care Coordination, LLC · Arizona · Healthcare & Social Assistance
$2M in assets, 371 participants
Fiduciary Wise LLC Fbo Prime Care Coordination, LLC's Etf Advisor K Mep Fiduciary Wise LLC reported $2M in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,549 in Healthcare & Social Assistance (20,060 peers)
Fiduciary Wise LLC Fbo Prime Care Coordination, LLC multi-year trail
Fiduciary Wise LLC Fbo Prime Care Coordination, LLC's plans moved +149.5% in assets from 2022 to 2024; this filing shows Etf Advisor K Mep Fiduciary Wise LLC at $2M / 371 participants.
- #6,549
- in Healthcare & Social Assistance (20,060 peers)
- +5.6%
- assets growth YoY
Etf Advisor K Mep Fiduciary Wise LLC among the smaller filed plans by assets
Etf Advisor K Mep Fiduciary Wise LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,810,859 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Etf Advisor K Mep Fiduciary Wise LLC among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Etf Advisor K Mep Fiduciary Wise LLC sits mid-pack in the medium band (371 participants).
Plan-year Form 5500 strip
Filing strip 821094163 · Fiduciary Wise LLC Fbo Prime Care Coordination, LLC PY 2022 · 401(k)
Etf Advisor K Mep Fiduciary Wise LLC · $2M · 371 · 32nd
- NET $2M
- BOOK 371
- VS-ST 32nd
- BOY 401(k)
- SCH near Globe Iron Foundry, Inc. 401(k) Plan
- EBSA ind #6549
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Etf Advisor K Mep Fiduciary Wise LLC in the asset neighbourhood
Fiduciary Wise LLC Fbo Prime Care Coordination, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fiduciary Wise LLC Fbo Prime Care Coordination, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 149.48032950108208% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $2M |
| 2023 | 2 | 785 | $3M |
| 2024 | 1 | 378 | $5M |
Fiduciary Wise LLC Fbo Prime Care Coordination, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $97K |
| Employer EIN | 821094163 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Etf Advisor K Mep Fiduciary Wise LLC's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Globe Iron Foundry, Inc. 401(k) Plan in CA ($2M); by covered participants it is Intersect Ent, Inc. Retirement Trust in CA (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Globe Iron Foundry, Inc. 401(k) Plan (CA) $2M · 64
- Hb&a LLC 401(k) Plan (CO) $2M · 23
- Phillips Adr Enterprises, P.C. 401(k) Plan (CA) $2M · 11
- Lsms Retirement Plan (FL) $2M · 1
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Intersect Ent, Inc. Retirement Trust (CA) 371 · 0 off
- Principle 401(k) Plan (TX) 371 · 0 off
- Richmond Area Multi-Services, Inc. 401(k) Profit Sharing Plan & Trust (CA) 371 · 0 off
- Houston Zoo Employees' 401(k) Plan (TX) 371 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.