Original filing (PDF)20251014083718NAL0001124403001

FIDUCIARY WISE LLC

Name: FIDUCIARY WISE LLC — THE ERISA TOTAL SOLUTIONS 401K PLAN JARED H. BEAIRD DDS, Form 5500 (2024)
Creator: FIDUCIARY WISE LLC

Form 5500-SF

FILING_RECEIVED

THE ERISA TOTAL SOLUTIONS 401K PLAN JARED H. BEAIRD DDS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$500K

Net assets (EOY)

$500K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FIDUCIARY WISE LLC

EIN

46-2655151all filings

Address

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

Phone

(480) 855-4017

Industry