Plan Snapshot
- Plan Sponsor: Titlesmart, INC.
- Sponsor EIN: 208380758
- Sponsor Address: 4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN, 55110
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $44,598 | $76,897 |
| 2023 | 56 | $4.6M | $166,039 | $324,078 |
| 2022 | 68 | $4.0M | $264,882 | $386,011 |
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 |
|---|---|---|---|---|
| SMITH SCHAFER AND ASSOCIATES | 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 | $18,223 | $12,321 | $4,902 | — | — |
| 2023 | $34,033 | $20,696 | $11,337 | — | — |
| 2022 | $32,986 | $19,340 | $11,646 | — | $2,000 |