FIDUCIARY WISE, LLC FBO FORT COLLINS YOUTH CLINIC, P.C. — PREFERRED EMPLOYER PLAN FBO FORT COLLINS YOUTH CLINIC, P. C., Form 5500 (2024) | Form 5500 Search
FIDUCIARY WISE, LLC FBO FORT COLLINS YOUTH CLINIC, P.C.
Form 5500-SF
FILING_RECEIVED
PREFERRED EMPLOYER PLAN FBO FORT COLLINS YOUTH CLINIC, P. C.
401(k) retirement plan
Active participants
75
Accounts w/ balance
102
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
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
51
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO FORT COLLINS YOUTH CLINIC, P.C..
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO FORT COLLINS YOUTH CLINIC, P.C.
EIN
84-0679626
Address
2487 S. GILBERT RD. · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(480) 855-4017
Industry
Offices of Physicians· Health Care & Social Assistancesee all