Plan Snapshot
- Plan Sponsor: Fiduciary Wise, LLC Fbo Aegis Land Title Group, LLC
- Sponsor EIN: 472938993
- Sponsor Address: 2487 S GILBERT ROAD, SUITE 106-454, GILBERT, AZ, 85295
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 96 | $4.6M | $0 | $443,802 |
| 2023 | 88 | $4.3M | $0 | $511,272 |
| 2022 | 100 | $3.5M | $0 | $583,635 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PSK LLP | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PSK LLP — Independent Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | $42,638 | — | $37,440 | — | — |
| 2022 | $37,659 | $29,473 | $8,186 | — | — |