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  2. FIDUCIARY WISE, LLC FBO SRC HOMECARE, INC DBA BRIGHTSTAR CARE
Sponsor portfolio

FIDUCIARY WISE, LLC FBO SRC HOMECARE, INC DBA BRIGHTSTAR CARE

EIN 84-4654269-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$409K assets
Welfare
0
Participants
11
1102 8TH STREET, SUITE A - KIRKLAND, WA 98033206-777-1190
Plans on this EIN
2 filings
#001ProfitSharing-$400K - 8 part#337401k-$9K - 3 part

Retirement portfolio analytics

2 plans aggregated / $409K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • INC. RETIREMENT PLAN (#001)98%
  • FIDUCIARY WISE, LLC (#337)2%
Total $409KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)8
  • FIDUCIARY WISE, LLC (#337)3
Total 11Click 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

SRC HOMECARE, INC. RETIREMENT PLAN

ProfitSharing

Assets$400K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#337

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

401k

Assets$9K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SRC HOMECARE, INC. RETIREMENT PLANProfitSharing$400K82025
337MY FUTURE 401K PLAN FIDUCIARY WISE, LLC401k$9K32025
Retirement plans
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