Filings through .
Ti Trust
Matched across 8 name variants in the filings
Ti Trust summary
Ti Trust appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $924M in assets for 9,916 participants. The median client plan holds $22.7M. Most client plans are sponsored in VA, IL and IN. The largest clients by plan assets are American Systems Corporation, The Branch Group Inc and Mortenson Family Dental Holdings, Inc.. Plans reported $480K in direct and indirect compensation paid to Ti Trust. The median is $29K per plan.
- Participants
- 9,916
- Median plan assets
- $22.7M
- Median plan participants
- 167
- Median fees per plan
- $29K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| American Systems Corporation | VA | $360M | 3,691 |
| The Branch Group Inc | VA | $187M | 1,823 |
| Mortenson Family Dental Holdings, Inc. | KY | $76.5M | 2,359 |
| Gibson Insurance Agency, Inc. | IN | $76.0M | 210 |
| American Refining Group, Inc. | PA | $62.7M | 437 |
| Phelps County Bancshares, Inc. | MO | $60.7M | 146 |
| The Motz Corporation | OH | $28.6M | 153 |
| First Neighborhood Bancshares, Inc. | IL | $26.1M | 138 |
| De Corp. | TX | $19.3M | 430 |
| Joe Daniels Construction Co., Inc. | WI | $10.7M | 128 |
| Richard McNay, Inc. | IL | $8.6M | 181 |
| Lasalle Bristol LP | IN | $8.3M | 220 |
| Integrus Holdings, Inc. | VA | $0 | 0 |
| Cryomech, Inc. | NY | $0 | 0 |
| Wexco Incorporated | OR | $0 | 0 |
| Hunter's Ambulance Service, Inc. | CT | $0 | 0 |
- VAParticipants 3,691
- The Branch Group Inc$187MVAParticipants 1,823
- KYParticipants 2,359
- INParticipants 210
- PAParticipants 437
- MOParticipants 146
- The Motz Corporation$28.6MOHParticipants 153
- ILParticipants 138
- De Corp.$19.3MTXParticipants 430
- WIParticipants 128
- Richard McNay, Inc.$8.6MILParticipants 181
- Lasalle Bristol LP$8.3MINParticipants 220
- VAParticipants 0
- NYParticipants 0
- ORParticipants 0
- CTParticipants 0
Top client states
- VA3 plans
- IL2 plans
- IN2 plans
- CT1 plan
- KY1 plan
Frequently asked questions
- Who uses Ti Trust?
- 16 retirement plans list Ti Trust as a service provider on Schedule C of Form 5500. The largest clients by plan assets include American Systems Corporation, The Branch Group Inc, Mortenson Family Dental Holdings, Inc., Gibson Insurance Agency, Inc. and American Refining Group, Inc.. Most client plans are sponsored in VA, IL and IN.
- How many plans does Ti Trust serve?
- Ti Trust serves 16 retirement plans with $924M in plan assets and 9,916 participants, based on the latest Form 5500 filings through 2024.
- What does Ti Trust charge?
- Plans reported $480K in total Schedule C compensation paid to Ti Trust. The median plan paid $29K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16Rank #1014 of mapped providers
Assets under administration$924M0.0%Rank #5070 by share of filed assets
Fees received$479,902Median $29,483/planSum across Schedule C direct + indirect
Net wins YoY-14 won - 5 lostPlan-level switch detection
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