Ekstra 401(K) Plan For Aegis Land Title Group, LLC — Form 5500 plan (Fiduciary Wise, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ekstra 401(K) Plan For Aegis Land Title Group, LLC is a benefit plan reported by Fiduciary Wise, LLC under EIN 47-2938993 and plan number 300. The latest loaded filing year is 2023. The filing reports 133 participants and $4,334,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiduciary Wise, LLC
EIN
47-2938993
Plan number
300
Plan type
2
Location
Gilbert, AZ
Latest filing year
2023
Participants
133
End-of-year plan assets
$4,334,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241001123256NAL0003970051002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,334,728
Net assets (EOY)
$4,334,728
Net assets (BOY)
$3,454,934

Income & contributions

Employer contributions
$0
Participant contributions
$511,272
Total contributions
$880,328
Total income / additions
$1,498,957

Expenses & distributions

Benefits paid
$527,959
Administrative expenses
$42,638
Total expenses
$619,163
Net increase / (decrease)
$879,794

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$11,690not reported in the loaded dataset2023
Ekstra LLCCOUNSEL$7,904not reported in the loaded dataset2023
Hunnex & ShoemakerTPA$6,920not reported in the loaded dataset2023

Related Form 5500 pages