RETIREMENT FOUNDATIONS 401(K) PLAN FBO SDD INSURANCE AGENCY, LLC
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$67K
Net assets (EOY)
$67K
Plan health score
Top-tier plan health
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
64
Vendor & structure
100
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 SDD INSURANCE AGENCY, LLC.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO SDD INSURANCE AGENCY, LLC
EIN
46-2110534
Address
2487 S. GILBERT ROAD STE 106-454 · GILBERT, AZ · 85295
Phone
(832) 559-1595
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
