Plan Ledger DOL Form 5500 · updated monthly

Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC401(k)

CPR ADVISOR K MEP FIDUCIARY WISE LLC · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC reported $131,135 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,796 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.

Across the 2 years on file its reported administrative ratio rose from 0.75% to 0.99%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 461st-largest of 1,285 plans among Arizona employers on file, and 7,366th of 13,661 in manufacturing. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,072,720
Participants with balances329
Active participants248
Employer contributions$941,288
Employee contributions$1,495,309
Employer contribution per active participant$3,796
Average account balance$42,774
Benefits paid to participants$1,970,097
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 329 accts · $941K emplr
2023$12.3M · 354 accts · $971K emplr
2022$10.4M · 353 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$131,135
Total administrative$131,135
The Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC 401(k) match · 2024
Employer contribution per active participant$3,796
Median for plans this size$2,416
2024$3,796 per active participant
2023$4,028 per active participant
2022$3,896 per active participant

Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FUTUREBENEFITS OF AMERICA · Recordkeeping$40,862
CPR FINANCIAL & INSURANCE SERVICES · Investment advisory (participants) · Investment advisory (plan)$46,291
FIDUCIARY WISE, LLC · Plan administrator · Named fiduciary$13,226
BRYN MAWR CAPITAL MANAGEMENT · Investment management$6,613

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024FUTUREBENEFITS OF AMERICA
2023FUTUREBENEFITS OF AMERICA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$131,135 · 0.99%
2023$107,203 · 0.94%
2022$81,472 · 0.75%
Same employer
Similar plansManufacturing · Arizona
Cafe Valley, Inc. AZ$14.6M · 0.65%
Micro-Tronics, Inc. AZ$14.4M · 0.02%
American Ad Bag AZ$13.7M · 0.52%
Interface Inc AZ$13.7M · 0.46%
Car-Graph, Inc. AZ$13.6M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331227799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.