FIDUCIARY WISE, LLC FBO LEWIS CENTER HOME SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC
401(k) retirement plan
Active participants
8
Accounts w/ balance
3
Plan assets (EOY)
$179K
Net assets (EOY)
$179K
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
57
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY WISE, LLC FBO LEWIS CENTER HOME SERVICES, LLC.
Plan sponsor
Name
FIDUCIARY WISE, LLC FBO LEWIS CENTER HOME SERVICES, LLC
EIN
99-1583435
Address
2487 S. GILBERT ROAD · SUITE 106-454 · GILBERT, AZ · 85295
Phone
(480) 855-4017
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
FIDUCIARY WISE, LLC
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-4017
Plan characteristics
Plan number
347
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
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
Related plans
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