FIDUCIARY WISE, LLC FBO TIBERIUS ENERGY SERVICES — RETIREMENT FOUNDATIONS 401(K) PLAN FBO TIBERIUS ENERGY SERVICES, Form 5500 (2024) | Form 5500 Search
RETIREMENT FOUNDATIONS 401(K) PLAN FBO TIBERIUS ENERGY SERVICES
401(k) retirement plan
Active participants
26
Accounts w/ balance
19
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
77
/ 100
Grade B
Above-average plan
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
21
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC FBO TIBERIUS ENERGY SERVICES.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO TIBERIUS ENERGY SERVICES
EIN
85-3658387
Address
2487 SOUTH GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(701) 306-8580
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
FIDUCIARY WISE, LLC
EIN
81-3799174
City
ARIZONA, AZ
Phone
(480) 855-4017
Plan characteristics
Plan number
348
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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