401(k)
2022 plan-year 401(k) DOL Form 5500

Etf Advisor K Mep Fiduciary Wise LLC

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Fiduciary Wise LLC Fbo Easy Rx Pad, LLC Dba Delta Care Rx · Arizona · Manufacturing

What the 2023 filing shows

Etf Advisor K Mep Fiduciary Wise LLC holds $2M for 129 participants — about $18,275 per participant, up 4.0% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
129
covered participants
$18,275
avg assets per participant
+4.0%
assets growth YoY
Total Assets (2023)
$2M
Participants
129
State
Industry
Manufacturing

What the Filing Says About Etf Advisor K Mep Fiduciary Wise LLC

Etf Advisor K Mep Fiduciary Wise LLC is a 401(k) retirement plan sponsored by Fiduciary Wise LLC Fbo Easy Rx Pad, LLC Dba Delta Care Rx, headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 129 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 452617915, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a gain of 4.0%. Net assets (after liabilities) closed the year at $2M, with reported net income of $91K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$91K
Plan Type401(k)
Employer EIN452617915
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Etf Advisor K Mep Fiduciary Wise LLC?
As of the 2022 Form 5500 filing, Etf Advisor K Mep Fiduciary Wise LLC holds $2M in total assets with 129 participants. It is sponsored by Fiduciary Wise LLC Fbo Easy Rx Pad, LLC Dba Delta Care Rx.
What type of plan is Etf Advisor K Mep Fiduciary Wise LLC?
Etf Advisor K Mep Fiduciary Wise LLC is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 452617915.
Who sponsors the Etf Advisor K Mep Fiduciary Wise LLC?
Etf Advisor K Mep Fiduciary Wise LLC is sponsored by Fiduciary Wise LLC Fbo Easy Rx Pad, LLC Dba Delta Care Rx, located in Arizona. The sponsor's EIN is 452617915 and the plan operates in the Manufacturing industry.
How did Etf Advisor K Mep Fiduciary Wise LLC perform in 2022?
Etf Advisor K Mep Fiduciary Wise LLC grew by 4.0% during 2022, moving from $2M to $2M in total assets. Net income was $91K.
Where can I find official filings for Etf Advisor K Mep Fiduciary Wise LLC?
Official Form 5500 filings for Etf Advisor K Mep Fiduciary Wise LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 452617915 or plan name at efast.dol.gov.
How does Etf Advisor K Mep Fiduciary Wise LLC compare to other plans?
You can compare Etf Advisor K Mep Fiduciary Wise LLC against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 452617915.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.