Civic Intelligence

Fiduciary Wise LLC FBO Floreo LLC

Plan context: Etf Advisor K Mep Fiduciary Wise LLC

EIN 30-0960735 • Grand Rapids, MI • 7 filings • 3 plans

3165 Springbrook Drive NWGrand Rapids, MI 49544
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$145,208

2025 Contributions

$36,769

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$145,208$72,604$0201920212023YearValue
$145,208Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740201920212023YearValue
6Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
FLOREO SPIN OFF-0$0--
202410$0$0-
Etf Advisor K Mep Fiduciary Wise LLC-0$0--
202316$145,208$36,769$6,128iApproximate average salary by contribution assumption: employee only about $153,204 at 4% or $102,136 at 6%; with 50% employer match about $102,136 at 4% or $68,091 at 6%; with 100% employer match about $76,602 at 4% or $51,068 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-6$145,208$36,769$6,128iApproximate average salary by contribution assumption: employee only about $153,204 at 4% or $102,136 at 6%; with 50% employer match about $102,136 at 4% or $68,091 at 6%; with 100% employer match about $76,602 at 4% or $51,068 at 6%.
202217$101,896$44,733$6,390iApproximate average salary by contribution assumption: employee only about $159,761 at 4% or $106,507 at 6%; with 50% employer match about $106,507 at 4% or $71,005 at 6%; with 100% employer match about $79,880 at 4% or $53,254 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-7$101,896$44,733$6,390iApproximate average salary by contribution assumption: employee only about $159,761 at 4% or $106,507 at 6%; with 50% employer match about $106,507 at 4% or $71,005 at 6%; with 100% employer match about $79,880 at 4% or $53,254 at 6%.
202117$73,981$30,202$4,315iApproximate average salary by contribution assumption: employee only about $107,864 at 4% or $71,910 at 6%; with 50% employer match about $71,910 at 4% or $47,940 at 6%; with 100% employer match about $53,932 at 4% or $35,955 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-7$73,981$30,202$4,315iApproximate average salary by contribution assumption: employee only about $107,864 at 4% or $71,910 at 6%; with 50% employer match about $71,910 at 4% or $47,940 at 6%; with 100% employer match about $53,932 at 4% or $35,955 at 6%.
202016$37,215$22,364$3,727iApproximate average salary by contribution assumption: employee only about $93,183 at 4% or $62,122 at 6%; with 50% employer match about $62,122 at 4% or $41,415 at 6%; with 100% employer match about $46,592 at 4% or $31,061 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-6$37,215$22,364$3,727iApproximate average salary by contribution assumption: employee only about $93,183 at 4% or $62,122 at 6%; with 50% employer match about $62,122 at 4% or $41,415 at 6%; with 100% employer match about $46,592 at 4% or $31,061 at 6%.
201916$11,546$10,817$1,803iApproximate average salary by contribution assumption: employee only about $45,071 at 4% or $30,047 at 6%; with 50% employer match about $30,047 at 4% or $20,031 at 6%; with 100% employer match about $22,535 at 4% or $15,024 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-6$11,546$10,817$1,803iApproximate average salary by contribution assumption: employee only about $45,071 at 4% or $30,047 at 6%; with 50% employer match about $30,047 at 4% or $20,031 at 6%; with 100% employer match about $22,535 at 4% or $15,024 at 6%.