Sponsor portfolio
FIDUCIARY WISE, LLC
EIN 20-1914530financial servicesLatest filing 2024
Plans
1
Retirement
1
$74K assets
Welfare
0
Participants
13
2487 S. GILBERT ST. SUITE 106-454 - GILBERT, AZ 85295480-855-4017fiduciarywise.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 342 | THE ERISA TOTAL SOLUTIONS 401(K) PLAN BEHAVIOR KEYS | 401k | $74K | 13 | 2024 |
Retirement plans