THE 401(K) SOLUTION FBO COURTNEY VALLEYWIDE PROPERTIES, LLC 401k Plan overview

THE 401(K) SOLUTION FBO COURTNEY VALLEYWIDE PROPERTIES, LLC Benefits

401k Sponsoring company profile

Company Name:	FIDUCIARY WISE, LLC
Employer identification number (EIN):	721561247
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
333	2023-01-01	T R BICK	2024-06-19
333	2022-01-01	DEBORAH EICHHORN	2023-06-23
333	2021-01-01	DEBORAH EICHHORN	2022-10-14
333	2021-01-01	DEBORAH EICHHORN	2022-10-14
333	2020-01-01	KRISTI DALLEY	2021-07-26
333	2019-01-01	KRISTI DALLEY	2020-07-02

Plan Statistics for THE 401(K) SOLUTION FBO COURTNEY VALLEYWIDE PROPERTIES, LLC

Measure	Date	Value
2024: THE 401(K) SOLUTION FBO COURTNEY VALLEYWIDE PROPERTIES, LLC 2024 401k membership
Total number of particpants at beginning of year	2024-06-19	3
Total number of particpants at end of year	2024-06-19	2
Number of Participants With Account Balances	2024-06-19	2

Financial Data on THE 401(K) SOLUTION FBO COURTNEY VALLEYWIDE PROPERTIES, LLC

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