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FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION — MAKES SENSE 401K FIDUCIARY WISE, LLC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014160850NAL0003361473001
FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION
Form 5500-SF
FILING_RECEIVED
MAKES SENSE 401K FIDUCIARY WISE, LLC
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
275
Accounts w/ balance
79
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION
.
Find decision makers
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO MEDICINE CREEK ENTERPRISE CORPORATION
EIN
82-4082081
Address
2487 SOUTH GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(480) 855-4017
Industry
Public Administration
see all
Plan administrator
Name
FIDUCIARY WISE, LLC
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-4017
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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