Plan Snapshot
- Plan Sponsor: Ohio Real Title Agency, LLC
- Sponsor EIN: 020760823
- Sponsor Address: 1213 PROSPECT AVE SUITE 200, CLEVELAND, OH, 44105
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.8M
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 | 133 | $9.8M | $569,731 | $776,028 |
| 2023 | 124 | $8.4M | $551,827 | $735,135 |
| 2022 | 133 | $6.8M | $720,130 | $726,007 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $28,924 | $6,262 | — | — | — |
| 2023 | $24,653 | $5,395 | — | — | — |
| 2022 | $23,783 | — | $23,783 | — | — |