Plan Snapshot
- Plan Sponsor: Fiduciary Wise LLC Fbo First Baptist Medical Center, LLC
- Sponsor EIN: 465515662
- Sponsor Address: 2487 S. GILBERT ROAD, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $636,129
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 | 164 | $636,129 | $0 | $111,741 |
| 2023 | 126 | $546,315 | $0 | $106,928 |
| 2022 | 85 | $562,602 | $0 | $138,061 |
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 | $11,994 | — | — | — | — |
| 2023 | $13,311 | — | — | — | — |
| 2022 | $15,942 | — | — | — | $15,942 |