# Titus Talent Strategies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/titus-talent-strategies-llc-plan-001

> Titus Talent Strategies, LLC&#39;s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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