Plan Snapshot
- Plan Sponsor: Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC
- Sponsor EIN: 331227799
- Sponsor Address: 2487 S. GILBERT ROAD, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 248 | $14.1M | $941,288 | $1.5M |
| 2023 | 241 | $12.3M | $970,674 | $1.6M |
| 2022 | 260 | $10.4M | $1.0M | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $131,135 | — | $131,135 | — | — |
| 2023 | $107,203 | — | $107,203 | — | — |
| 2022 | $81,472 | — | $81,472 | — | — |