Logo

ETF ADVISOR K MEP FIDUCIARY WISE LLC 401k Plan overview

Plan NameETF ADVISOR K MEP FIDUCIARY WISE LLC
Plan identification number 336

ETF ADVISOR K MEP FIDUCIARY WISE LLC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIDUCIARY WISE LLC FBO UPSTREAM BENEFITS has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE LLC FBO UPSTREAM BENEFITS
Employer identification number (EIN):461192604
NAIC Classification:524130
NAIC Description:Reinsurance Carriers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP FIDUCIARY WISE LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362023-01-01KAREN MILLER2024-06-28
3362022-01-01KRISTI DALLEY2023-07-21
3362021-01-01KRISTI DALLEY2022-07-18
3362020-01-01KRISTI DALLEY2021-07-29
3362019-01-01KRISTI DALLEY2020-07-23
3362018-01-01KRISTI DALLEY2019-06-19

Financial Data on ETF ADVISOR K MEP FIDUCIARY WISE LLC

Measure Date Value
2025 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-027287
Net assets as of the end of the plan year2025-10-02340289
Total assets as of the beginning of the plan year2025-10-02246300
Value of plan covered by a fidelity bond2025-10-0234000
Participant contributions to plan in this plan year2025-10-0247547
Other income to plan in this plan year2025-10-0243982
Plan net income in this plan year2025-10-0293989
Net assets as of the end of the plan year2025-10-02340289
Net assets as of the beginning of the plan year2025-10-02246300
Employer contributions to plan in this plan year2025-10-029747
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-021762
2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-281183
Net assets as of the end of the plan year2024-06-28246300
Total assets as of the beginning of the plan year2024-06-28147529
Value of plan covered by a fidelity bond2024-06-2820000
Participant contributions to plan in this plan year2024-06-2846248
Other income to plan in this plan year2024-06-2845558
Plan net income in this plan year2024-06-2898771
Net assets as of the end of the plan year2024-06-28246300
Net assets as of the beginning of the plan year2024-06-28147529
Employer contributions to plan in this plan year2024-06-288148
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-281183
2022 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-18502
Net assets as of the end of the plan year2022-07-18131897
Total assets as of the beginning of the plan year2022-07-1879289
Value of plan covered by a fidelity bond2022-07-1820000
Participant contributions to plan in this plan year2022-07-1833346
Other income to plan in this plan year2022-07-1812947
Plan net income in this plan year2022-07-1852608
Net assets as of the end of the plan year2022-07-18131897
Net assets as of the beginning of the plan year2022-07-1879289
Employer contributions to plan in this plan year2022-07-186817
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-18502

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1