AUMdb

Title Financial Corporation 401(k) Plan

Sponsored by Title Financial Corporation · EIN 200447485 · Plan #002

Total assets
$32.6M
Net assets
$32.6M
Active participants
393
With balances
461

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Float revenue $94,165