| Plan Name | ETF ADVISOR K MEP FIDUCIARY WISE, LLC |
| Plan identification number | 336 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE, LLC FBO CARPENTER METAL SOLUTIONS, INC. |
| Employer identification number (EIN): | 161681651 |
| NAIC Classification: | 423930 |
| NAIC Description: | Recyclable Material Merchant Wholesalers |
Additional information about FIDUCIARY WISE, LLC FBO CARPENTER METAL SOLUTIONS, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2003-10-01 |
| Company Identification Number: | 1414505 |
| Legal Registered Office Address: |
3650 ANDERSON AVE - MINERVA United States of America (USA) 44657 |
More information about FIDUCIARY WISE, LLC FBO CARPENTER METAL SOLUTIONS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 336 | 2023-01-01 | KRISTI DALLEY | 2024-05-02 | ||
| 336 | 2022-01-01 | KRISTI DALLEY | 2023-07-11 | ||
| 336 | 2021-01-01 | KRISTI DALLEY | 2022-07-28 | ||
| 336 | 2020-01-01 | KRISTI DALLEY | 2021-07-29 | ||
| 336 | 2019-01-01 | KRISTI DALLEY | 2020-07-30 | ||
| 336 | 2018-01-01 | KRISTI DALLEY | 2019-05-30 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-02 | -310993 |
| Total expenses incurred by plan in this plan year | 2024-05-02 | 1224 |
| Net assets as of the end of the plan year | 2024-05-02 | 0 |
| Total assets as of the beginning of the plan year | 2024-05-02 | 296737 |
| Value of plan covered by a fidelity bond | 2024-05-02 | 36500 |
| Other income to plan in this plan year | 2024-05-02 | 15480 |
| Plan net income in this plan year | 2024-05-02 | 14256 |
| Net assets as of the end of the plan year | 2024-05-02 | 0 |
| Net assets as of the beginning of the plan year | 2024-05-02 | 296737 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-02 | 1224 |