FIDUCIARY WISE, LLC FBO OF WELLS & ABRAMES FAMILY DENTISTRY, PLLC — PREFERRED EMPLOYER PLAN FBO WELLS & ABRAMES FAMILY DENTISTRY, PLLC, Form 5500 (2024)
FIDUCIARY WISE, LLC FBO OF WELLS & ABRAMES FAMILY DENTISTRY, PLLC
Form 5500-SF
FILING_RECEIVED
PREFERRED EMPLOYER PLAN FBO WELLS & ABRAMES FAMILY DENTISTRY, PLLC
401(k) retirement plan
Signals · 1
High average account balance
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$808K
Net assets (EOY)
$808K
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
74
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO OF WELLS & ABRAMES FAMILY DENTISTRY, PLLC.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO OF WELLS & ABRAMES FAMILY DENTISTRY, PLLC
EIN
61-1553184
Address
2487 S GILBERT ROAD, STE 106-454 · GILBERT, AZ · 85295
Phone
(970) 493-9299
Industry
Offices of Dentists· Health Care & Social Assistancesee all
