Ekstra 401(k) Plan Fbo Jesse Engineering Company
Sponsored by Fiduciary Wise, Llc Fbo Jesse Engineering Company · EIN 910978113 · Plan #300
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 80
- With balances
- 101
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Dayton Company Inc CRD 297471 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Financial | Recordkeeping, Custodial (securities), Direct payment from the plan | $33,253 |
| Ekstra Llc | Investment advisory (participants), Investment advisory (plan) | $29,114 |
| Fiduciary Wise, Llc | Named fiduciary | $14,756 |
| The Dayton Company Inc | Investment advisory (participants), Investment advisory (plan) | $14,557 |
| Ifam Capital | Accounting | $7,203 |
| Planalytiq Insight | Investment advisory (participants), Investment advisory (plan) | $2,448 |
| Hunnex And Shoemaker, Inc. | Contract administrator | $1,694 |
| Counsel Trust Company | Accounting | $1,000 |