THE ERISA TOTAL SOLUTIONS 401(K) PLAN BEHAVIOR KEYS
401(k) retirement plan
Active participants
11
Accounts w/ balance
8
Plan assets (EOY)
$74K
Net assets (EOY)
$74K
Plan health score
80
/ 100
Grade B
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
30
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC.
Plan sponsor
Name
FIDUCIARY WISE, LLC
EIN
20-1914530
Address
2487 S. GILBERT ST. SUITE 106-454 · GILBERT, AZ · 85295
