Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi 401(k) match, vesting and fees
What Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Futurebenefits of America | Schedule C ↗ |
| Independent auditor | Jason Underwood Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi: employer contribution per participant | $2,861 | |
| Peer median | $1,847 |
| Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi: average balance | $42,774 | |
| Peer median | $65,512 |
| Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi: admin expenses ÷ assets | 0.99% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.3M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 362 | $14.1M | $941K | $2,861 | 0.99% | Not published | Form 5500 ↗ |
| 2023 | 362 | $12.3M | $971K | $2,742 | 0.94% | Not published | Form 5500 ↗ |
| 2022 | 367 | $10.4M | $1M | $2,870 | 0.75% | Not published | Form 5500 ↗ |
| 2021 | 342 | $11.3M | $928K | $2,786 | 1.22% | Not published | Form 5500 ↗ |
Common questions
Does Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi match 401(k) contributions?
The match terms for the Cpr Advisor K Mep Fiduciary Wise LLC have not been published from its filing yet. The plan year 2024 filing reports $941K in employer contributions, about $2,861 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi 401(k) match vested?
The vesting schedule for the Cpr Advisor K Mep Fiduciary Wise LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Futurebenefits of America. The plan administrator is Fiduciary Wise, LLC.
I left Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fiduciary Wise, LLC, (480) 855-4017) or the recordkeeper, Futurebenefits of America. The Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi old 401(k) page lists the contacts from every plan filing. Find an old Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi 401(k)
Data from the public Form 5500 annual reports Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi. Not financial advice. Report a correction · Methodology