· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FIDUCIARY WISE, LLC FBO ROSE POINT NAVIGATION SYSTEMS — MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240712075954NAL0037234882001
FIDUCIARY WISE, LLC FBO ROSE POINT NAVIGATION SYSTEMS
Form 5500-SF
FILING_RECEIVED
MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FIDUCIARY WISE, LLC FBO ROSE POINT NAVIGATION SYSTEMS
.
Find decision makers
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO ROSE POINT NAVIGATION SYSTEMS
EIN
20-5742429
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(480) 855-4017
Industry
Manufacturing
see all
Plan administrator
Name
FIDUCIARY WISE, LLC
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-4017
Plan characteristics
Plan number
337
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-10-26
Filed
2024-07-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
OPHIR CORPORATION
OPHIR CORPORATION 401(K) PLAN
$0
TESEDA CORP
TESEDA CORP 401 (K) PLAN
$0
AUTOMATION PRODUCTS INC
AUTOMATION PRODUCTS INC. EMPLOYEES PROFIT SHARING PLAN
$0
OMEGA ENGINEERING INC.
OMEGA ENGINEERING 401(K) PLAN
$0
HAWK MEASUREMENT
HAWK MEASUREMENT SOCA BENEFIT PLAN
$0
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
QHI GROUP INC.
QHI GROUP INC.- 401K
$0
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
