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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 CSD HOUSING, LLC has sponsored the creation of one or more 401k plans.

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

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 MILLER2024-06-19
3362022-01-01KRISTI DALLEY2023-07-13
3362021-01-01KRISTI DALLEY2022-07-28
3362020-01-01KRISTI DALLEY2021-07-29
3362019-01-01KRISTI DALLEY2020-07-29
3362018-01-01KRISTI DALLEY2019-06-03

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 year2025-07-2939391
Net assets as of the end of the plan year2025-07-29869197
Total assets as of the beginning of the plan year2025-07-29686203
Value of plan covered by a fidelity bond2025-07-2975000
Participant contributions to plan in this plan year2025-07-29102230
Other income to plan in this plan year2025-07-2983626
Plan net income in this plan year2025-07-29182994
Net assets as of the end of the plan year2025-07-29869197
Net assets as of the beginning of the plan year2025-07-29686203
Employer contributions to plan in this plan year2025-07-2936529
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-294491
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-19153288
Net assets as of the end of the plan year2024-06-19686203
Total assets as of the beginning of the plan year2024-06-19599540
Value of plan covered by a fidelity bond2024-06-1975000
Participant contributions to plan in this plan year2024-06-19113123
Other income to plan in this plan year2024-06-1990663
Plan net income in this plan year2024-06-1986663
Net assets as of the end of the plan year2024-06-19686203
Net assets as of the beginning of the plan year2024-06-19599540
Employer contributions to plan in this plan year2024-06-1936165
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-193388

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