Plan Ledger DOL Form 5500 · updated monthly

Clear Title Agency of Arizona401(k)

CLEAR TITLE AGENCY OF ARIZONA 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.59%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Clear Title Agency of Arizona reported $30,000 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $507 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.64% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (784th of 1,285), and 1,436th of 2,096 in real estate & leasing. In 2024, employees put in $14.43 for every $1.00 the employer contributed; active participation has grown from 68 to 89 since 2022.

Plan summary
Net assets, end of year$5,714,376
Participants with balances150
Active participants89
Employer contributions$45,095
Employee contributions$650,717
Employer contribution per active participant$507
Average account balance$38,096
Benefits paid to participants$458,608
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 150 accts · $45K emplr
2023$4.5M · 156 accts · $34K emplr
2022$3.4M · 123 accts · $48K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,985
Investment management$18,015
Total administrative$30,000
The Clear Title Agency of Arizona 401(k) match · 2024
Employer contribution per active participant$507
Median for plans this size$1,313
2024$507 per active participant
2023$370 per active participant
2022$710 per active participant

Clear Title Agency of Arizona's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$11,985
BROCK ASSET MANAGEMENT LLC · Investment advisory (plan)$18,015

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,000 · 0.59%
2023$23,574 · 0.60%
2022$23,126 · 0.64%
Similar plansReal Estate & Leasing · Arizona
Effem Corporation AZ$6.4M · 0.48%
Hsl Asset Management LLC AZ$6.3M · 1.23%
Realty One Group, Inc. AZ$5.9M · 0.45%
Mainstay Labs Inc. AZ$5.2M · 0.02%
Pillar Communities, LLC AZ$4.8M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208107156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.