Original filing (PDF)20251006113150NAL0003565185001

FIDUCIARY WISE, LLC FBO VARTAN USA, LLC

Name: FIDUCIARY WISE, LLC FBO VARTAN USA, LLC — MY FUTURE 401K PLAN FIDUCIARY WISE, LLC, Form 5500 (2024)
Creator: FIDUCIARY WISE, LLC FBO VARTAN USA, LLC

Form 5500-SF

FILING_RECEIVED

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO VARTAN USA, LLC.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO VARTAN USA, LLC

EIN

33-1219211

Address

2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295

Phone

(480) 855-4017

Industry

Manufacturingsee all

Plan administrator