Original filing (PDF)20251001081429NAL0013942112001

FIDUCIARY WISE, LLC FBO TRAILCRAFT CYCLES, LLC

Name: FIDUCIARY WISE, LLC FBO TRAILCRAFT CYCLES, LLC — RETIREMENT FOUNDATIONS 401(K) PLAN FBO TRAILCRAFT CYCLES, Form 5500 (2024)
Creator: FIDUCIARY WISE, LLC FBO TRAILCRAFT CYCLES, LLC

Form 5500-SF

FILING_RECEIVED

RETIREMENT FOUNDATIONS 401(K) PLAN FBO TRAILCRAFT CYCLES

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$449K

Net assets (EOY)

$449K

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 TRAILCRAFT CYCLES, LLC.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO TRAILCRAFT CYCLES, LLC

EIN

46-3622873

Address

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

Phone

(970) 310-3714

Industry

Retail Tradesee all

Plan administrator

Name

FIDUCIARY WISE, LLC

EIN

81-3799174

City

GILBERT, AZ

Phone

(480) 855-4017

Plan characteristics

Plan number

348

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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