Retirement plan

HARTUNG TITLE AGENCY 401(K)PROFIT SHARING PLAN

Name: HARTUNG TITLE AGENCY, INC. - HARTUNG TITLE AGENCY 401(K)PROFIT SHARING PLAN (2024) Form 5500
Creator: HARTUNG TITLE AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARTUNG TITLE AGENCY 401(K)PROFIT SHARING PLAN, HARTUNG TITLE AGENCY, INC.

HARTUNG TITLE AGENCY, INC.EIN 34-1601048Plan #001PY 2024

PO BOX 894 - PORT CLINTON, OH 43452419-734-4928hartungtitle.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

-0.8% from 2023

Total participants

-5.6% from 2023

Average account balance

$198,157

+19.0% from 2023

Annual return

15.18%

+11.74 pp from 2023

Benchmarks

See 20,123 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,123 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$211K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$17741

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$563K

$33124 / participant

Other / not subdivided$563K100.0%

% of EOY assets

18.945%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$198,157

$211,105-6.1%

$178,449+11.0%

$145,978+35.7%

Participation rate

88.2%

80.8%+7.5pp

77.1%+11.1pp

80.3%+7.9pp

Annual return

15.18%

30.19%-15.0pp

27.09%-11.9pp

550.52%-535.3pp

Employer contribution / active EE

$4,569-100.0%

$3,951-100.0%

$4,662-100.0%

Participant deferral / active EE

$4,856

$6,959-30.2%

$6,277-22.6%

$6,690-27.4%

Admin fee / account holder

$37,540

$12,017+212.4%

$10,362+262.3%

$13,400+180.1%

HARTUNG TITLE AGENCY 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARTUNG TITLE AGENCY 401(K)PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion