Titlesmart, Inc. 401(k) Plan
Sponsored by Titlesmart, Inc. · EIN 208380758 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Total Wealth Advisors, Llc CRD 164633 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Total Wealth Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $11,696 |
| Newport Trust Company | Contract administrator, Trustee (directed) | $6,527 |