Retirement plan

LIBERTY TITLE & ABSTRACT INC 401(K) PROFIT SHARING PLAN

Name: LIBERTY TITLE & ABSTRACT INC - LIBERTY TITLE & ABSTRACT INC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: LIBERTY TITLE & ABSTRACT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIBERTY TITLE & ABSTRACT INC 401(K) PROFIT SHARING PLAN, LIBERTY TITLE & ABSTRACT INC

LIBERTY TITLE & ABSTRACT INCEIN 39-1937180Plan #001PY 2025

107 N BROADWAY STE 2 - GREEN BAY, WI 543032727920-435-7300libertytitleandabstract.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$7.4M

+17.5% from 2024

Total participants

+3.6% from 2024

Average account balance

$254,212

+13.5% from 2024

Annual return

14.54%

-0.25 pp from 2024

Benchmarks

See 3,922 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort3,922 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.37M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

152.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$251K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4125

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 codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$120K

$6296 / participant

Other / not subdivided$120K100.0%

% of EOY assets

1.623%

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

$254,212

$289,211-12.1%

$260,467-2.4%

$198,609+28.0%

Participation rate

100.0%

83.1%+16.9pp

80.5%+19.5pp

82.4%+17.6pp

Annual return

14.54%

112.90%-98.4pp

100.60%-86.1pp

202.70%-188.2pp

Employer contribution / active EE

$7,845

$4,663+68.2%

$4,239+85.1%

$5,055+55.2%

Participant deferral / active EE

$5,380

$6,812-21.0%

$6,319-14.9%

$6,977-22.9%

Admin fee / account holder

$4,125

$16,236-74.6%

$15,461-73.3%

$19,030-78.3%

LIBERTY TITLE & ABSTRACT INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIBERTY TITLE & ABSTRACT INC 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