Original filing (PDF)20240925154653NAL0029586978001

Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC

Name: Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC — Form 5500 Plan 337 (2023)
Creator: Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

My Future 401(k) Plan Fiduciary Wise, LLC

401(k) retirement plan · Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC's My Future 401(k) Plan Fiduciary Wise, LLC filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kristi Dalley signed Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC's 2023 Form 5500 as plan administrator.

Kristi Dalley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC's EIN is 47-2307242.

EIN 47-2307242

Plan number 337

Plan year 2023

ACK ID 20240925154653NAL0029586978001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO RANTA CPA & ASSOCIATES LLC

EIN

all filings

Address

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

Phone

(480) 855-4017

Industry

Professional & Technical Services

Plan administrator

Name

FIDUCIARY WISE, LLC

EIN

81-3799174

City

GILBERT, AZ

Phone

(480) 855-4017

Plan characteristics

Plan number

337

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-15

Filed

2024-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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