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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 TECHNOPREF INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO TECHNOPREF INDUSTRIES, INC.
Employer identification number (EIN):470847425
NAIC Classification:238900

Additional information about FIDUCIARY WISE, LLC FBO TECHNOPREF INDUSTRIES, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3364950

More information about FIDUCIARY WISE, LLC FBO TECHNOPREF INDUSTRIES, INC.

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 MILLER2024-06-06
3362022-01-01KRISTI DALLEY2023-07-10
3362021-01-01KRISTI DALLEY2022-07-28
3362020-01-01KRISTI DALLEY2021-10-11
3362019-01-01KRISTI DALLEY2020-10-12
3362018-01-01KRISTI DALLEY2019-07-26
3362017-01-01T R BICK2018-07-23

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 year2025-07-23165633
Net assets as of the end of the plan year2025-07-23358017
Total assets as of the beginning of the plan year2025-07-23463598
Value of plan covered by a fidelity bond2025-07-23500000
Participant contributions to plan in this plan year2025-07-2330265
Other income to plan in this plan year2025-07-2323632
Plan net income in this plan year2025-07-23-105581
Net assets as of the end of the plan year2025-07-23358017
Net assets as of the beginning of the plan year2025-07-23463598
Employer contributions to plan in this plan year2025-07-236155
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-234604
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0610295
Net assets as of the end of the plan year2024-06-06463598
Total assets as of the beginning of the plan year2024-06-06342849
Value of plan covered by a fidelity bond2024-06-06500000
Participant contributions to plan in this plan year2024-06-0656797
Other income to plan in this plan year2024-06-0662390
Plan net income in this plan year2024-06-06120749
Net assets as of the end of the plan year2024-06-06463598
Net assets as of the beginning of the plan year2024-06-06342849
Employer contributions to plan in this plan year2024-06-0611857
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-064850
2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2818690
Net assets as of the end of the plan year2022-07-28350330
Total assets as of the beginning of the plan year2022-07-28246795
Value of plan covered by a fidelity bond2022-07-28500000
Participant contributions to plan in this plan year2022-07-2862903
Other income to plan in this plan year2022-07-2836686
Plan net income in this plan year2022-07-28103535
Net assets as of the end of the plan year2022-07-28350330
Net assets as of the beginning of the plan year2022-07-28246795
Employer contributions to plan in this plan year2022-07-2822636
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-282572

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