· 2022–2024 · DOL EFAST2
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PLANALYTIQ INSIGHT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
80
Total plan assets
$15.0M
Filings (rows)
1
Direct comp
$2K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
FIDUCIARY WISE, LLC FBO JESSE ENGINEERING COMPANY
EKSTRA 401(K) PLAN FBO JESSE ENGINEERING COMPANY
GILBERT, AZ
Advisor / Consultant
ADVISOR
80
$15.0M
$2K
PLANALYTIQ INSIGHT — Form 5500 Service Provider Profile | Form 5500 Search