Retirement plan

BRABAZON TITLE TEAM GROUP, LLC 401(K) PLAN

Name: BRABAZON TITLE TEAM GROUP. LLC - BRABAZON TITLE TEAM GROUP, LLC 401(K) PLAN (2024) Form 5500
Creator: BRABAZON TITLE TEAM GROUP. LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRABAZON TITLE TEAM GROUP, LLC 401(K) PLAN, BRABAZON TITLE TEAM GROUP. LLC

BRABAZON TITLE TEAM GROUP. LLCEIN 47-3086840Plan #001PY 2024

PO BOX 1300, 2851 LIBERTY LANE - JANESVILLE, WI 53547608-741-7000brabazontitleteam.comLinkedIn1-10 employeesreal estate

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$805K

+20.1% from 2023

Total participants

0.0% from 2023

Average account balance

$36,584

+25.6% from 2023

Annual return

7.04%

-4.17 pp from 2023

Benchmarks

See 20,063 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$805K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$287

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 codes2E2F2G2J2T3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$287 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.785%

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

$36,584

$211,288-82.7%

$178,540-79.5%

$145,884-74.9%

Participation rate

90.9%

80.8%+10.1pp

77.1%+13.8pp

80.3%+10.6pp

Annual return

7.04%

30.27%-23.2pp

27.15%-20.1pp

551.85%-544.8pp

Employer contribution / active EE

$2,460

$4,574-46.2%

$3,953-37.8%

$4,662-47.2%

Participant deferral / active EE

$1,803

$6,967-74.1%

$6,281-71.3%

$6,690-73.0%

Admin fee / account holder

$287

$12,105-97.6%

$10,424-97.2%

$13,392-97.9%

BRABAZON TITLE TEAM GROUP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRABAZON TITLE TEAM GROUP, 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