Plan Snapshot
- Plan Sponsor: Fiduciary Wise, LLC Fbo Foothills Gateway, INC.
- Sponsor EIN: 237019672
- Sponsor Address: 2487 S GILBERT ROAD, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $346,972 | $315,380 |
| 2022 | 186 | $10.7M | $321,828 | $295,950 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NATIONWIDE | Custodian / Trustee | $23,139 | — | $23,139 |
| IFAM CAPITAL | Investment Advisor | $10,324 | — | $10,324 |
| FIDUCIARY WISE, LLC | Other Service Provider | $10,321 | — | $10,321 |
| INWEST RETIREMENT SOLUTIONS | Recordkeeper | $10,090 | — | $10,090 |
| COUNCIL TRUST COMPANY | Custodian / Trustee | $5,159 | — | $5,159 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Custodian / Trustee
- IFAM CAPITAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,033
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $57,689 | $52,815 | $4,874 | — | — |
| 2022 | $59,032 | $54,974 | $4,058 | — | — |