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  2. FIDUCIARY WISE, LLC FBO TRAILCRAFT CYCLES, LLC
Sponsor portfolio

FIDUCIARY WISE, LLC FBO TRAILCRAFT CYCLES, LLC

EIN 46-3622873-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
9
2487 SOUTH GILBERT ROAD, SUITE 106-454 - GILBERT, AZ 85295970-310-3714
Plans on this EIN
2 filings
#001CashBalance-$850K - 3 part#348ProfitSharing-$541K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#001)61%
  • FBO TRAILCRAFT CYCLES (#348)39%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FBO TRAILCRAFT CYCLES (#348)6
  • CASH BALANCE PLAN (#001)3
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRAILCRAFT CYCLES CASH BALANCE PLAN

CashBalance

Assets$850K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#348

RETIREMENT FOUNDATIONS 401(K) PLAN FBO TRAILCRAFT CYCLES

ProfitSharing

Assets$541K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRAILCRAFT CYCLES CASH BALANCE PLANCashBalance$850K32024
348RETIREMENT FOUNDATIONS 401(K) PLAN FBO TRAILCRAFT CYCLESProfitSharing$541K62025
Retirement plans
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