FIDUCIARY WISE, LLC FBO THOMAS DRUG STORE OF DUNN, INC. — RETIREMENT FOUNDATIONS 401(K) PLAN FBO THOMAS DRUG STORE OF DUNN, INC., Form 5500 (2024) | Form 5500 Search
FIDUCIARY WISE, LLC FBO THOMAS DRUG STORE OF DUNN, INC.
Form 5500-SF
FILING_RECEIVED
RETIREMENT FOUNDATIONS 401(K) PLAN FBO THOMAS DRUG STORE OF DUNN, INC.
Defined-contribution retirement plan
Active participants
12
Accounts w/ balance
16
Plan assets (EOY)
$394K
Net assets (EOY)
$394K
Plan health score
91
/ 100
Grade A
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
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC FBO THOMAS DRUG STORE OF DUNN, INC..
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO THOMAS DRUG STORE OF DUNN, INC.
EIN
56-0713438
Address
2487 SOUTH GILBERT ROAD · STE. 106-454 · GILBERT, AZ · 85295