| 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 CSD HOUSING, LLC |
| Employer identification number (EIN): | 462379548 |
| NAIC Classification: | 624200 |
Additional information about FIDUCIARY WISE, LLC FBO CSD HOUSING, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2013-03-26 |
| Company Identification Number: | 4379039 |
| Legal Registered Office Address: |
642 KREAG ROAD SUITE 301 PITTSFORD United States of America (USA) 14534 |
More information about FIDUCIARY WISE, LLC FBO CSD HOUSING, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 336 | 2023-01-01 | KAREN MILLER | 2024-06-19 | ||
| 336 | 2022-01-01 | KRISTI DALLEY | 2023-07-13 | ||
| 336 | 2021-01-01 | KRISTI DALLEY | 2022-07-28 | ||
| 336 | 2020-01-01 | KRISTI DALLEY | 2021-07-29 | ||
| 336 | 2019-01-01 | KRISTI DALLEY | 2020-07-29 | ||
| 336 | 2018-01-01 | KRISTI DALLEY | 2019-06-03 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-29 | 39391 |
| Net assets as of the end of the plan year | 2025-07-29 | 869197 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 686203 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 75000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 102230 |
| Other income to plan in this plan year | 2025-07-29 | 83626 |
| Plan net income in this plan year | 2025-07-29 | 182994 |
| Net assets as of the end of the plan year | 2025-07-29 | 869197 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 686203 |
| Employer contributions to plan in this plan year | 2025-07-29 | 36529 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-29 | 4491 |
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-19 | 153288 |
| Net assets as of the end of the plan year | 2024-06-19 | 686203 |
| Total assets as of the beginning of the plan year | 2024-06-19 | 599540 |
| Value of plan covered by a fidelity bond | 2024-06-19 | 75000 |
| Participant contributions to plan in this plan year | 2024-06-19 | 113123 |
| Other income to plan in this plan year | 2024-06-19 | 90663 |
| Plan net income in this plan year | 2024-06-19 | 86663 |
| Net assets as of the end of the plan year | 2024-06-19 | 686203 |
| Net assets as of the beginning of the plan year | 2024-06-19 | 599540 |
| Employer contributions to plan in this plan year | 2024-06-19 | 36165 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-19 | 3388 |