Plan Ledger DOL Form 5500 · updated monthly

Fiduciary Wise LLC Fbo Easy Rx Pad, LLC dba Delta Care Rx401(k)

ETF ADVISOR K MEP FIDUCIARY WISE LLC · GILBERT, AZ · plan year 2022

Reported admin expense ratio · 2022
1.37%

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

Fiduciary Wise LLC Fbo Easy Rx Pad, LLC dba Delta Care Rx reported $31,574 in plan administrative expenses for 2022: 1.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,446 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 manufacturing employers. By assets it is among the smaller plans on file in Arizona (1,032nd of 1,285), and 12,646th of 13,661 in manufacturing. In 2022, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,357,533
Participants with balances93
Active participants139
Employer contributions$201,005
Employee contributions$401,605
Employer contribution per active participant$1,446
Average account balance$25,350
Benefits paid to participants$64,931
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$31,574
Total administrative$31,574
The Fiduciary Wise LLC Fbo Easy Rx Pad, LLC dba Delta Care Rx 401(k) match · 2022
Employer contribution per active participant$1,446
Median for plans this size$1,114

Fiduciary Wise LLC Fbo Easy Rx Pad, LLC dba Delta Care Rx'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$31,574 · 1.37%
Same employer
Similar plansManufacturing · Arizona
Oak Craft, Inc. AZ$3.5M · 1.10%
Rjr Polymers Inc. AZ$1.9M · 0.48%
Bonded Logic, Inc. AZ$1.6M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452617915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.