Plan Ledger DOL Form 5500 · updated monthly

Fiduciary Wise LLC Fbo First Baptist Medical Center, LLC401(k)

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

Reported admin expense ratio · 2024
2.03%

Fiduciary Wise LLC Fbo First Baptist Medical Center, LLC reported $11,994 in plan administrative expenses for 2024: 2.03% of average plan assets, above the peer median. 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 fell from 2.43% to 2.03%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,194th of 1,285), and 11,236th of 11,911 in health care & social assistance. active participation has grown from 85 to 164 since 2022.

Plan summary
Net assets, end of year$636,129
Participants with balances132
Active participants164
Employer contributions—
Employee contributions$111,741
Employer contribution per active participant—
Average account balance$4,819
Benefits paid to participants$72,237
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$636K · 132 accts
2023$546K · 136 accts
2022$563K · 159 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,994
Total administrative$11,994
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 · 20241
FUTUREBENEFITS OF AMERICA · Recordkeeping$6,576

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$11,994 · 2.03%
2023$13,311 · 2.40%
2022$15,942 · 2.43%
Similar plansHealth Care & Social Assistance · Arizona
The Opportunity Tree AZ$773K · 0.86%
M.I.K.I.D. AZ$694K · 0.95%
Nsi Nursing Service, Inc. AZ$681K · 0.14%
Zion Compassion Care, LLC AZ$521K · 2.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465515662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.