Fiduciary Wise, LLC Fbo Jesse Engineering 401(k) match, vesting and fees
What Fiduciary Wise, LLC Fbo Jesse Engineering's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide Financial | Schedule C ↗ |
| Independent auditor | Dwyer, Pemberton & Coulson, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Fiduciary Wise, LLC Fbo Jesse Engineering: employer contribution per participant | $2,664 | |
| Peer median | $1,847 |
| Fiduciary Wise, LLC Fbo Jesse Engineering: average balance | $148,105 | |
| Peer median | $65,512 |
| Fiduciary Wise, LLC Fbo Jesse Engineering: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13.6M at the end of plan year 2022 to $15M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 101 | $15M | $269K | $2,664 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 104 | $13.9M | $245K | $2,355 | 0.70% | Not published | Form 5500 ↗ |
| 2022 | 131 | $13.6M | $34K | $259 | 0.39% | Not published | Form 5500 ↗ |
Other Fiduciary Wise, LLC Fbo Jesse Engineering plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jesse Engineering Co. Employee Profit Sharing/Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | Schedule C ↗ |
| Independent auditor | Dwyer, Pemberton, Coulson, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Fiduciary Wise, LLC Fbo Jesse Engineering match 401(k) contributions?
The match terms for the Ekstra 401(k) Plan Fbo Jesse Engineering Company have not been published from its filing yet. The plan year 2024 filing reports $269K in employer contributions, about $2,664 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fiduciary Wise, LLC Fbo Jesse Engineering 401(k) match vested?
The vesting schedule for the Ekstra 401(k) Plan Fbo Jesse Engineering Company is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fiduciary Wise, LLC Fbo Jesse Engineering 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide Financial. The plan administrator is Fiduciary Wise, LLC Fbo Jesse Engineering Company.
I left Fiduciary Wise, LLC Fbo Jesse Engineering. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fiduciary Wise, LLC Fbo Jesse Engineering Company, (480) 855-4017) or the recordkeeper, Nationwide Financial. The Fiduciary Wise, LLC Fbo Jesse Engineering old 401(k) page lists the contacts from every plan filing. Find an old Fiduciary Wise, LLC Fbo Jesse Engineering 401(k)
Data from the public Form 5500 annual reports Fiduciary Wise, LLC Fbo Jesse Engineering filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fiduciary Wise, LLC Fbo Jesse Engineering. Not financial advice. Report a correction · Methodology