Plan Snapshot
- Plan Sponsor: Provident Title Company
- Sponsor EIN: 954100304
- Sponsor Address: 6345 BALBOA BLVD STE 285 BLDG 4, ENCINO, CA, 913165238
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 107
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 107 | $14.7M | $0 | $0 |
| 2024 | 94 | $13.7M | $268,352 | $637,446 |
| 2023 | 96 | $11.0M | $307,519 | $612,179 |
| 2022 | 108 | $8.9M | $367,468 | $706,636 |
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 |
|---|---|---|---|---|
| GERBER KAWASAKI INC | Investment Advisor | $8,599 | — | $8,599 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $6,617 | — | $6,617 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,216
- Estimated Expense Ratio: 0.104% 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 | $1,351,789 | $8,599 | — | — | — |
| 2024 | $60,595 | $36,586 | $23,149 | — | — |
| 2023 | $48,544 | $28,607 | $19,077 | — | — |
| 2022 | $45,037 | $27,671 | $17,366 | — | — |