THE 401(K) SOLUTION FBO THE PHOENIX CHILDREN'S CENTER, LTD.
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$533K
Net assets (EOY)
$533K
Plan health score
92
/ 100
Grade A
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
73
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC.
Plan sponsor
Name
FIDUCIARY WISE, LLC
DBA
FBO THE PHOENIX CHILDREN'S CENTER, LTD.
EIN
86-0371760
Address
2487 S. GILBERT RD., SUITE 106-454 · GILBERT, AZ · 85295
