FIDUCIARY WISE, LLC FBO RENTAL HOUSING ASSOCIATION
Form 5500-SF
FILING_RECEIVED
MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$137K
Net assets (EOY)
$137K
Plan health score
88
/ 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
57
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC FBO RENTAL HOUSING ASSOCIATION.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO RENTAL HOUSING ASSOCIATION
EIN
91-1400667
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
