# Investors Title Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/investors-title-insurance-company-401k-plan

> Investors Title Insurance Company's 401(k) plan: 622 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investors Title Insurance Company

- **Sponsor EIN:** 560997685

- **Sponsor Address:** 121 N. COLUMBIA STREET, CHAPEL HILL, NC, 275143502

- **Plan Type:** 401(k)

- **Total Participants:** 622

- **Total Assets:** $73.0M

## 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.|

| 2024|622|$73.0M|$2.2M|$4.1M|

| 2023|686|$62.4M|$1.9M|$4.2M|

| 2022|719|$51.4M|$2.0M|$4.0M|

## 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|

| BROWN, EDWARDS & COMPANY, L.L.P.|Auditor|$13,125|—|$13,125|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROWN, EDWARDS & COMPANY, L.L.P.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,125

- **Estimated Expense Ratio:** 0.018% 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|

| 2024|$211,917|—|—|$13,125|—|

| 2023|$175,894|—|—|—|—|

| 2022|$258,129|$188,109|$34,267|—|$13,500|

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