Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
FIDUCIARY WISE, LLC FBO THOMAS DRUG STORE OF DUNN, INC.
EIN 56-0713438Retail TradeLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
26
PO BOX 245 - GILBERT, AZ 85295910-892-2114
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 26 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#001
THOMAS DRUG STORE OF DUNN INC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#348
RETIREMENT FOUNDATIONS 401(K) PLAN FBO THOMAS DRUG STORE OF DUNN, INC.
ProfitSharing
Assets$564K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THOMAS DRUG STORE OF DUNN INC CASH BALANCE PLAN | CashBalance | $1.3M | 10 | 2025 | |
| 348 | RETIREMENT FOUNDATIONS 401(K) PLAN FBO THOMAS DRUG STORE OF DUNN, INC. | ProfitSharing | $564K | 16 | 2025 |
Retirement plans