Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
FIDUCIARY WISE, LLC FBO DIVERGE HOMES LLC
EIN 32-0551294real estateLatest filing 2024
Plans
2
Retirement
2
$643K assets
Welfare
0
Participants
13
603 S. PUBLIC ROAD, UNIT 765 - GILBERT, AZ 85295720-539-3786divergehomes.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $643K assets / 13 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#002
DIVERGE HOMES LLC CASH BALANCE PLAN
CashBalance
Assets$364K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#101
401(K) TOTAL ADVANTAGE FBO DIVERGE HOMES LLC
401k
Assets$279K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DIVERGE HOMES LLC CASH BALANCE PLAN | CashBalance | $364K | 5 | 2024 | |
| 101 | 401(K) TOTAL ADVANTAGE FBO DIVERGE HOMES LLC | 401k | $279K | 8 | 2024 |
Retirement plans