401(k) · DOL Form 5500 · 2023

Fiduciary Wise, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
110
Participants Small participant base
42nd
Percentile by assets National rank
$39,407
Avg per participant Low balance/head
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Official DOL plan name: Ekstra 401(k) Plan for Aegis Land Title Group, LLC · Sponsored by Fiduciary Wise, LLC · Arizona · Finance & Insurance

$4M in assets, 110 participants

Fiduciary Wise, LLC's Ekstra 401(k) Plan for Aegis Land Title Group, LLC reported $4M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,596 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Ekstra 401(k) Plan for Aegis Land Title Group, LLC covers 110 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#2,596
in Finance & Insurance (8,869 peers)
+25.5%
assets growth YoY

Ekstra 401(k) Plan for Aegis Land Title Group, LLC's mid-pack asset rank among Finance & Insurance and all filers

Ekstra 401(k) Plan for Aegis Land Title Group, LLC vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,334,728 42nd percentile higher than 42% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ekstra 401(k) Plan for Aegis Land Title Group, LLC among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ekstra 401(k) Plan for Aegis Land Title Group, LLC sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ekstra 401(k) Plan for Aegis Land Title Group, LLC reported net income rose from -$1M in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • Ekstra 401(k) Plan for Aegis Land Title Group, LLC end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ekstra 401(k) Plan for Aegis Land Title Group, LLC reported participants rose from 92 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472938993 · Fiduciary Wise, LLC PY 2023 · 401(k)

Ekstra 401(k) Plan for Aegis Land Title Group, LLC · $4M · 110 · 42nd

  • VS-ST $4M
  • BOY 110
  • SCH 42nd
  • EBSA 401(k)
  • PART near Marylou's Coffee Profit Sharing Plan
  • TYPE ind #2596

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Arizona →

Ekstra 401(k) Plan for Aegis Land Title Group, LLC in the asset neighbourhood

Staley, Inc. 401(k) Profit Sharing PlanStaley, Inc. 401(k) Profit S…$4MEkstra 401(k) Plan for Aegis Land Title Group, LLCEkstra 401(k) Plan for Aegis…$4MMarylou's Coffee Profit Sharing PlanMarylou's Coffee Profit Shar…$4MValley Joist, LLC 401(k) Savings PlanValley Joist, LLC 401(k) Sav…$4MDca Retirement Plan$4M
End-of-year total assets ($M) among Ekstra 401(k) Plan for Aegis Land Title Group, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$880K
Employer EIN472938993
Plan Effective Date2021-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise, LLC)

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.46485692635518% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.45M $4.33M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 92 $3M
2023 1 110 $4M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ekstra 401(k) Plan for Aegis Land Title Group, LLC vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Ekstra 401(k) Plan for Aegis Land Title Group, LLC, Total assets ($B): 0.004334728 · Participants: 110Ekstra 401(k) Plan for Aegis Land Title Group, LLCBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Ekstra 401(k) Plan for Aegis Land Title Group, LLC vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Ekstra 401(k) Plan for Aegis Land Title Group, LLC side-by-side with 3 peers →

Ekstra 401(k) Plan for Aegis Land Title Group, LLC's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Marylou's Coffee Profit Sharing Plan in MA ($4M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ekstra 401(k) Plan for Aegis Land Title Group, LLC assets move in 2023? ▼
Ekstra 401(k) Plan for Aegis Land Title Group, LLC grew sharply - up 25.5% during 2023, from $3M to $4M. Reported net income was $880K.
How have Fiduciary Wise, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fiduciary Wise, LLC's sponsor-wide assets grew 25.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Ekstra 401(k) Plan for Aegis Land Title Group, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Marylou's Coffee Profit Sharing Plan in MA ($4M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Ekstra 401(k) Plan for Aegis Land Title Group, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472938993.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.