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  2. FIDUCIARY WISE LLC FBO PAQUETTE ELECTRIC CO. INC.
Sponsor portfolioTH

FIDUCIARY WISE LLC FBO PAQUETTE ELECTRIC CO. INC.

EIN 06-1070586-Construction-Latest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
112
368 KILLINGLY ROAD - GILBERT, AZ 85295860-963-7078
Plans on this EIN
2 filings
#001401k-$2.8M - 43 part#336401k-$1.1M - 69 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 112 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#001)71%
  • FIDUCIARY WISE LLC (#336)29%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIDUCIARY WISE LLC (#336)69
  • PROFIT SHARING PLAN (#001)43
Total 112Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PAQUETTE ELECTRIC CO., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#336

ETF ADVISOR K MEP FIDUCIARY WISE LLC

401k

Assets$1.1M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PAQUETTE ELECTRIC CO., INC. 401(K) PROFIT SHARING PLAN401k$2.8M432024
336ETF ADVISOR K MEP FIDUCIARY WISE LLC401k$1.1M692024
Retirement plans
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