Sponsor portfolio
FIDUCIARY WISE, LLC
EIN 72-1561247financial servicesLatest filing 2024
Plans
1
Retirement
1
$217K assets
Welfare
0
Participants
2
2487 S. GILBERT RD., 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 | |
|---|---|---|---|---|---|---|
| 333 | THE 401(K) SOLUTION FBO COURTNEY VALLEYWIDE PROPERTIES, LLC | 401k | $217K | 2 | 2024 |
Retirement plans