401(k) retirement plan · Fiduciary Wise, LLC FBO Lorettas Northwesterner's My Future 401(k) Plan Fiduciary Wise, LLC held $841K in plan assets for 23 participants in 2024.
Active participants
23
Accounts w/ balance
20
Plan assets (EOY)
$841K
Net assets (EOY)
$841K
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 LORETTAS NORTHWESTERNER.
