Plan Snapshot
- Plan Sponsor: Fiduciary Wise LLC Fbo Woodcreek Provider Services, LLC
- Sponsor EIN: 911876332
- Sponsor Address: 2487 S. GILBERT ROAD, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $5.1M
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 | 118 | $5.1M | $107,592 | $322,333 |
| 2023 | 102 | $4.4M | $96,148 | $266,592 |
| 2022 | 91 | $4.7M | $83,655 | $231,684 |
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 |
|---|---|---|---|---|
| PLANCHECK CPA'S, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHECK CPA'S, LLC — 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 | $59,465 | — | — | — | — |
| 2023 | $34,071 | — | — | — | — |
| 2022 | $39,383 | — | — | — | $39,383 |