Plan Snapshot
- Plan Sponsor: Title Financial Corporation
- Sponsor EIN: 200447485
- Sponsor Address: 195 S BROADWAY ST, BLACKFOOT, ID, 83221
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $32.6M
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 | 393 | $32.6M | $271,886 | $1.7M |
| 2023 | 402 | $29.8M | $211,100 | $1.9M |
| 2022 | 410 | $28.1M | $195,848 | $2.0M |
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 |
|---|---|---|---|---|
| DEATON & COMPANY | 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 | $100,877 | — | — | — | — |
| 2023 | $1,420 | — | — | — | — |
| 2022 | $54,400 | — | $54,400 | — | — |