Original filing (PDF)20251008124358NAL0005560465001

FIDUCIARY WISE, LLC FBO BRIAN J. MACKERT INC

Name: FIDUCIARY WISE, LLC FBO BRIAN J. MACKERT INC — BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC, Form 5500 (2024)
Creator: FIDUCIARY WISE, LLC FBO BRIAN J. MACKERT INC

Form 5500-SF

FILING_RECEIVED

BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC FBO BRIAN J. MACKERT INC.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO BRIAN J. MACKERT INC

EIN

34-1572167

Address

2487 SOUTH GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295

Phone

(480) 855-4017

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

FIDUCIARY WISE, LLC

EIN

81-3799174

City

GILBERT, AZ

Phone

(480) 855-4017

Plan characteristics

Plan number

347

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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