# Near North Title Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/near-north-title-group-llc-401k-plan

> Near North Title Group, LLC's 401(k) plan: 224 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Near North Title Group, LLC

- **Sponsor EIN:** 833626480

- **Sponsor Address:** 865 W. CARMEL - SUITE 110, CARMEL, IN, 46032

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

- **Total Participants:** 224

- **Total Assets:** $4.6M

## 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.|

| 2023|224|$4.6M|$105,060|$618,808|

| 2022|130|$2.5M|$95,929|$562,045|

## 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|

| WARADY & DAVIS LLP|Auditor|$25,930|—|$25,930|

### Verified Provider Profiles

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

- [WARADY & DAVIS LLP](https://planprovider.pro/provider/warady-and-davis-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,930

- **Estimated Expense Ratio:** 0.565% 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|

| 2023|$47,832|—|$21,902|$25,930|—|

| 2022|$18,006|—|$18,006|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/near-north-title-group-llc-401k-plan)

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