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
77
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 (89th 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 BRICKEL & COMPANY, P.A..
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO BRICKEL & COMPANY, P.A.
EIN
65-0832747
Address
2487 SOUTH GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
