Champion Title & Settlements, Inc. 401(k) Plan
Sponsored by Champion Title & Settlements, Inc. · EIN 541662812 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 134
- With balances
- 165
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| R. F. Lafferty & Co., Inc. CRD 2498 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| R F Lafferty & Co Inc | Investment advisory (plan) | $30,554 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $15,994 |