Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDUCIARY WISE,LLC FBO PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST
EIN 45-4188515Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
32
11635 NORTHPARK DRIVE, SUITE 250 - GILBERT, AZ 85295919-825-4637
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERSONALIZED HEMATOLOGY CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants14
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$698K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERSONALIZED HEMATOLOGY CASH BALANCE PLAN | CashBalance | $1.6M | 14 | 2024 | |
| 336 | ETF ADVISOR K MEP FIDUCIARY WISE, LLC | 401k | $698K | 18 | 2024 |
Retirement plans