Plan Snapshot
- Plan Sponsor: Titan Global Capital Management, INC.
- Sponsor EIN: 821290059
- Sponsor Address: 508 LAGUARDIA PLACE, 3RD FLOOR, NEW YORK, NY, 10012
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $5.1M
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 | 46 | $5.1M | $412,712 | $865,112 |
| 2023 | 58 | $4.1M | $593,951 | $1.2M |
| 2022 | 123 | $2.4M | $621,792 | $1.2M |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | RECORDKEEPER | $22,282 | — | $22,282 |
| SMITH & HOWARD, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,282
- Estimated Expense Ratio: 0.435% 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 | $22,282 | $22,282 | — | — | — |
| 2023 | $11,813 | $11,813 | — | — | — |
| 2022 | — | — | — | — | — |