Plan Ledger DOL Form 5500 · updated monthly

Fiduciary Wise, LLC Fbo Air Comfort, Inc.401(k)

PREFERRED EMPLOYER PLAN FBO AIR COMFORT, INC. · GILBERT, AZ · plan year 2022

Reported admin expense ratio · 2022
0.81%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Fiduciary Wise, LLC Fbo Air Comfort, Inc. reported $26,429 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,118 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (961st of 1,285), and 4,483rd of 5,337 in construction. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,158,317
Participants with balances62
Active participants138
Employer contributions$154,227
Employee contributions$291,911
Employer contribution per active participant$1,118
Average account balance$50,941
Benefits paid to participants$106,420
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$804
Investment management$25,625
Total administrative$26,429
The Fiduciary Wise, LLC Fbo Air Comfort, Inc. 401(k) match · 2022
Employer contribution per active participant$1,118
Median for plans this size$1,114

Fiduciary Wise, LLC Fbo Air Comfort, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$26,429 · 0.81%
Same employer
Similar plansConstruction · Arizona
Rite Way Ventilating Co. AZ$3.2M · 1.51%
Spencer Construction, LLC AZ$3.0M · 1.78%
Midstate Mechanical, Inc. AZ$3.0M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841444658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.