Plan Ledger DOL Form 5500 · updated monthly

Fiduciary Wise, LLC Fbo Medicine Creek Enterprise Corporation401(k)

MAKE SENSE 401K FIDUCIARY WISE, LLC · GILBERT, AZ · plan year 2022

Reported admin expense ratio · 2022
1.20%

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

Fiduciary Wise, LLC Fbo Medicine Creek Enterprise Corporation reported $28,110 in plan administrative expenses for 2022: 1.20% of average plan assets, higher than ~90% of peers. Employer contributions averaged $499 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 public administration employers. By assets it is among the smaller plans on file in Arizona (1,031st of 1,285), and 81st of 90 in public administration. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,358,929
Participants with balances50
Active participants289
Employer contributions$144,207
Employee contributions$264,090
Employer contribution per active participant$499
Average account balance$47,179
Benefits paid to participants$11,247
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$28,110
Total administrative$28,110
The Fiduciary Wise, LLC Fbo Medicine Creek Enterprise Corporation 401(k) match · 2022
Employer contribution per active participant$499
Median for plans this size$1,114

Fiduciary Wise, LLC Fbo Medicine Creek Enterprise Corporation's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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$28,110 · 1.20%
Similar plansPublic Administration · Arizona
Tonto Apache Tribe AZ$8.3M · 0.60%
Yavapai Apache Nation AZ$7.5M · 0.11%
T3 Solutions GA$2.6M · 0.74%
Pueblo of Tesuque NM$2.5M · 0.89%
Elwyn New Jersey PA$2.4M · 1.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451632462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.