Original filing (PDF)20250729113809NAL0002680449001

FIDUCIARY WISE, LLC FBO OF THE OPTICAL FOUNDRY, LLC

Name: FIDUCIARY WISE, LLC FBO OF THE OPTICAL FOUNDRY, LLC — PREFERRED EMPLOYER PLAN FBO THE OPTICAL FOUNDRY, Form 5500 (2024)
Creator: FIDUCIARY WISE, LLC FBO OF THE OPTICAL FOUNDRY, LLC

Form 5500-SF

FILING_RECEIVED

PREFERRED EMPLOYER PLAN FBO THE OPTICAL FOUNDRY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 OF THE OPTICAL FOUNDRY, LLC.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO OF THE OPTICAL FOUNDRY, LLC

EIN

37-1423328

Address

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

Phone

(888) 560-1060

Industry

Retail Tradesee all

Plan administrator

Name

FIDUCIARY WISE, LLC

EIN

81-3799174

City

GILBERT, AZ

Phone

(480) 855-4017

Plan characteristics

Plan number

200

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

DAKOTA VISION CENTER

DAKOTA VISION CENTER 401(K) PLAN

$4.1M · 33 participants

OUTLOOK OPTICAL, INC.

OUTLOOK OPTICAL , INC. & AFFILIATES 401K PLAN

$4.3M · 31 participants

MARC MICHEL EYEWEAR STUDIO, INC.

MARC MICHEL EYEWEAR STUDIO, INC. 401(K) PLAN

$3.9M · 3 participants

WEST POINT OPTICAL, LLC

WEST POINT OPTICAL, LLC RETIREMENT SAVINGS PLAN

$3.7M · 398 participants

20 / 20 OPTICAL, INC.

20 / 20 OPTICAL, INC. 401(K) PLAN

$3.6M · 4 participants