How big is Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC's plan?

Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC's plan reported $149K in assets and 8 participants for 2022.

Original filing (PDF)20230717135555NAL0057021730001

Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC

Name: Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC — Form 5500 Plan 340 (2022)
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 held $149K in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Kristi Dalley signed Fiduciary Wise, LLC FBO Ranta CPA & Associates LLC's 2022 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 340

Plan year 2022

ACK ID 20230717135555NAL0057021730001

Official Form 5500 document

Download the official 2022 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 2022 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.

Finding similar companies…

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 (90th percentile).

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