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FIDUCIARY WISE, LLC FBO EGGERT FINANCIAL MANAGEMENT, INC. — MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250725144713NAL0003251619001
FIDUCIARY WISE, LLC FBO EGGERT FINANCIAL MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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 EGGERT FINANCIAL MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO EGGERT FINANCIAL MANAGEMENT, INC.
EIN
84-1074754
Address
2487 SOUTH GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(480) 855-4017
Industry
Finance & Insurance
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
2025-07-25
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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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.
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Trustee phone
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