Original filing (PDF)20250603100848NAL0007529011001

FIDUCIARY WISE, LLC FBO AEGIS LAND TITLE GROUP, LLC

Name: FIDUCIARY WISE, LLC FBO AEGIS LAND TITLE GROUP, LLC — EKSTRA 401(K) PLAN FBO AEGIS LAND TITLE GROUP, LLC, Form 5500 (2024)
Creator: FIDUCIARY WISE, LLC FBO AEGIS LAND TITLE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

EKSTRA 401(K) PLAN FBO AEGIS LAND TITLE GROUP, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDUCIARY WISE, LLC FBO AEGIS LAND TITLE GROUP, LLC.

Plan sponsor

Name

FIDUCIARY WISE, LLC FBO AEGIS LAND TITLE GROUP, LLC

EIN

47-2938993

Address

2487 S GILBERT ROAD, SUITE 106-454 · GILBERT, AZ · 85295

Phone

(480) 855-4017

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

300

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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