Plan Snapshot
- Plan Sponsor: The Title Team Co
- Sponsor EIN: 450249312
- Sponsor Address: 314 EAST THAYER AVENUE, SUITE 101, BISMARCK, ND, 585014018
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $25.3M
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. |
|---|---|---|---|---|
| 2024 | 257 | $25.3M | $1.2M | $1.1M |
| 2023 | 241 | $21.9M | $820,409 | $984,832 |
| 2022 | 275 | $17.9M | $1.4M | $944,677 |
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 |
|---|---|---|---|---|
| BRADY, MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, MARTZ & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $107,081 | $8,883 | $9,678 | — | — |
| 2023 | $92,062 | $7,367 | $9,465 | — | — |
| 2022 | $92,172 | — | $92,172 | — | — |