RETIREMENT FOUNDATIONS 401(K) PLAN FOR BIOWEST, LLC
401(k) retirement plan
Active participants
12
Accounts w/ balance
21
Plan assets (EOY)
$762K
Net assets (EOY)
$762K
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
84
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO BIOWEST, LLC.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO BIOWEST, LLC
EIN
90-0005320
Address
2487 SOUTH GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(816) 249-2569
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
FIDUCIARY WISE, LLC
EIN
81-3799174
City
GILBERT, 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
2025-07-22
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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