Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Fiduciary Wise, LLC Fbo DM Brent & Associates, Inc.
EIN 47-1978908ConstructionLatest filing 2025
Plans
2
Retirement
2
$976K assets
Welfare
0
Participants
16
2487 S. GILBERT ROAD, SUITE 106-454 - GILBERT, AZ 85295480-855-4017
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $976K assets / 16 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#340
MY FUTURE 401K PLAN FIDUCIARY WISE, LLC
401(k)
Assets$557K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#337
MY FUTURE 401K PLAN FIDUCIARY WISE, LLC
401(k)
Assets$419K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 340 | MY FUTURE 401K PLAN FIDUCIARY WISE, LLC | 401(k) | $557K | 9 | 2024 | |
| 337 | MY FUTURE 401K PLAN FIDUCIARY WISE, LLC | 401(k) | $419K | 7 | 2025 |
Retirement plans