Plan Snapshot
- Plan Sponsor: Great American Title Agency, INC
- Sponsor EIN: 860905521
- Sponsor Address: 7720 N. 16TH ST., PHOENIX, AZ, 85020
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 113
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 113 | $6.3M | $0 | $0 |
| 2024 | 91 | $6.4M | $58,937 | $440,972 |
| 2023 | 92 | $5.8M | $0 | $399,771 |
| 2022 | 98 | $5.7M | $0 | $571,265 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | Investment Advisor | $14,980 | — | $14,980 |
| ADP, INC. | Recordkeeper | $10,563 | — | $10,563 |
| MANSPERGER PATTERSON & MCMULLIN, PL | Other Service Provider | $5,640 | — | $5,640 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,183
- Estimated Expense Ratio: 0.496% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $1,669,587 | $14,980 | $2,649 | $5,640 | — |
| 2024 | $34,990 | — | — | — | — |
| 2023 | $41,589 | — | $34,090 | $7,499 | — |
| 2022 | $36,597 | $4,093 | $25,805 | — | $6,699 |