· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MOONEY, WRIGHT, MOORE AND WILHOIT, PLLC — SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250919164825NAL0001150995001
MOONEY, WRIGHT, MOORE AND WILHOIT, PLLC
Form 5500-SF
FILING_RECEIVED
SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
MOONEY, WRIGHT, MOORE AND WILHOIT, PLLC
.
Find decision makers
Plan sponsor
Name
MOONEY, WRIGHT, MOORE AND WILHOIT, PLLC
EIN
26-2012398
Address
1430 E. MISSOURI AVE., STE. B-205 · PHOENIX, AZ · 85014
Phone
(480) 615-7500
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
FIDUCIARY WISE, LLC
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-4017
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
CUTLER LAW FIRM, P.C.
CUTLER LAW FIRM, P.C. 401(K) PLAN
$3.6M · 11 participants
LEVINE LEE, LLP
LEVINE LEE, LLP CASH BALANCE PLAN
$3.6M · 11 participants
GERAGHTY, O'LOUGHLIN & KENNEY, P.A.
GERAGHTY, O'LOUGHLIN & KENNEY, PA RETIREMENT SAVINGS PLAN
$3.6M · 6 participants
THE NAUMANN LAW FIRM
THE NAUMANN LAW FIRM DEFINED BENEFIT PENSION PLAN
$3.6M · 7 participants
DREYER BOYAJIAN LLP
DREYER BOYAJIAN LLP CASH BALANCE PLAN
$3.6M · 10 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IANDIORIO, TESKA & COLEMAN, L.L.P.
IANDIORIO, TESKA & COLEMAN, LLP 401(K) PROFIT SHARING PLAN
$3.6M · 5 participants
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
