# Truly Title, INC. 401(k) Plan
Source: https://planprovider.pro/companies/truly-title-inc-401k-plan

> Truly Title, INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Truly Title, INC.

- **Sponsor EIN:** 832214827

- **Sponsor Address:** 2901 N DALLAS PARKWAY, PLANO, TX, 75093

- **Plan Type:** 401(k)

- **Total Participants:** 103

- **Total Assets:** $4.9M

## 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|103|$4.9M|$0|$500,070|

| 2023|107|$4.5M|$8,216|$545,337|

| 2022|146|$3.8M|$425,607|$856,328|

## 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|

| BALDWIN MOFFITT BEHM LLP|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|$4,646|$3,770|—|—|—|

| 2023|$3,780|$3,116|—|—|—|

| 2022|$3,454|$3,453|$1|—|—|

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