Titan Wealth Management, INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Titan Wealth Management, INC
  • Sponsor EIN: 475159101
  • Sponsor Address: 3023 NORTH CLARK STREET, CHICAGO, IL, 60657
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $211,413

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$211,413$0$0
20232$211,413$87,000$45,000
20222$225,199$121,500$41,000

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