Sponsor portfolio
FIDUCIARY WISE, LLC
EIN 81-2689656financial servicesLatest filing 2024
Plans
1
Retirement
1
$470K assets
Welfare
0
Participants
55
2487 SOUTH GILBERT ROAD SUITE 106-4 - 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 | |
|---|---|---|---|---|---|---|
| 342 | ERISA TOTAL SOLUTIONS PLAN FOR SAGE PARTNERS | 401k | $470K | 55 | 2024 |
Retirement plans