Retirement plan

TITUS TALENT STRATEGIES, LLC 401(K) PLAN

Name: TITUS TALENT STRATEGIES, LLC - TITUS TALENT STRATEGIES, LLC 401(K) PLAN (2024) Form 5500
Creator: TITUS TALENT STRATEGIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TITUS TALENT STRATEGIES, LLC 401(K) PLAN, TITUS TALENT STRATEGIES, LLC

TITUS TALENT STRATEGIES, LLCEIN 47-2456687Plan #001PY 2024

309 N WATER STREET, SUITE 430 - MILWAUKEE, WI 53202877-300-4829titustalent.comLinkedIn51-200 employeeshuman resources

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.4M

+36.9% from 2023

Total participants

165

+1.2% from 2023

Average account balance

$47,049

+20.9% from 2023

Annual return

14.07%

-12.44 pp from 2023

Benchmarks

See 6,290 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,290 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.45M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

137

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.

78.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$290

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ELLENBECKER INVESTMENT3 years Filed as: ELLENBECKER INVESTMENT GROUP, INC. Service code 26 · EIN 39-1868175 N35 W23877 HIGHFIELD COURT · PEWAUKEE, WI 53072	Advisory (Participants)	$38,858

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$40K

$301 / participant

Recordkeeping$8262.1%
Investment mgmt$39K97.9%
Contract admin$200.1%

% of EOY assets

0.616%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH CPA LLC
Auditor EIN: 541172176
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,049

$101,539-53.7%

$147,041-68.0%

$74,400-36.8%

Participation rate

78.8%

75.5%+3.3pp

82.2%-3.4pp

67.2%+11.6pp

Annual return

14.07%

8740.84%-8726.8pp

419.21%-405.1pp

1367.51%-1353.4pp

Employer contribution / active EE

$3,368

$3,811-11.6%

$4,935-31.8%

$2,624+28.3%

Participant deferral / active EE

$5,837

$7,304-20.1%

$8,071-27.7%

$4,348+34.2%

Admin fee / account holder

$290

$1,749-83.4%

$13,006-97.8%

$1,944-85.1%

Provider

Service type

Compensation

ELLENBECKER INVESTMENT3 years

Filed as: ELLENBECKER INVESTMENT GROUP, INC.

Service code 26 · EIN 39-1868175

N35 W23877 HIGHFIELD COURT · PEWAUKEE, WI 53072

Advisory (Participants)

$38,858

TITUS TALENT STRATEGIES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TITUS TALENT STRATEGIES, LLC 401(K) 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