Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$12.1M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $13.2M assets / 245 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $246K premiums / 123 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Mixed - GUARDIAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OHIO REAL TITLE AGENCY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $12.1M | 153 | 2025 |
| #002 | OHIO REAL TITLE AGENCY, LLC CASH BALANCE PLAN | Cash balance | $1.1M | 92 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OHIO REAL TITLE AGENCY, LLC BENEFITS PLAN | Mixed | GUARDIAN | $246K | 123 | 2025 |