AUMdb

Investors Title Company And Affiliates 401(k) Plan

Sponsored by Investors Title Insurance Company · EIN 560997685 · Plan #001

Total assets
$73.0M
Net assets
$73.0M
Active participants
622
With balances
823

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $189,110
Rpa Financial Llc Investment advisory (plan) $99,588
Empower Advisory Group, Llc Investment management $17,749
Brown Edwards & Company Llp Accounting $13,125