Plan Snapshot
- Plan Sponsor: Titus Talent Strategies, LLC
- Sponsor EIN: 472456687
- Sponsor Address: 309 N WATER STREET, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 132 | $6.4M | $444,513 | $770,501 |
| 2023 | 150 | $4.7M | $484,816 | $730,850 |
| 2022 | 176 | $2.9M | $193,644 | $548,474 |
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 |
|---|---|---|---|---|
| ELLENBECKER INVESTMENT GROUP, INC. | ADVISOR | $38,858 | — | $38,858 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,858
- Estimated Expense Ratio: 0.603% 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 | $39,704 | $38,858 | $20 | — | — |
| 2023 | $27,682 | $25,707 | $280 | — | — |
| 2022 | $23,168 | $18,285 | $4,883 | — | — |