Plan Ledger DOL Form 5500 · updated monthly

Great American Title Agency, Inc.401(k)

GREAT AMERICAN TITLE 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Great American Title Agency, Inc. reported $34,990 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $648 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 3 years on file its reported administrative ratio fell from 0.59% to 0.53%. 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 (748th of 1,285), and 1,381st of 2,096 in real estate & leasing. In 2024, employees put in $7.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,425,480
Participants with balances113
Active participants91
Employer contributions$58,937
Employee contributions$440,972
Employer contribution per active participant$648
Average account balance$56,863
Benefits paid to participants$672,665
Plan auditUnmodified (clean) audit opinion
AuditorMANSPERGER PATERSON & MCMULLIN P
Plan history4
Yearassets · accounts · employer contribution
2025$6.3M · 107 accts · $73K emplr
2024$6.4M · 113 accts · $59K emplr
2023$5.8M · 109 accts
2022$5.7M · 142 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,990
Total administrative$34,990
The Great American Title Agency, Inc. 401(k) match · 2024
Employer contribution per active participant$648
Median for plans this size$1,313
2025$817 per active participant
2024$648 per active participant

Great American Title Agency, Inc.'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 · 20242
ADP, INC. · Recordkeeping$801
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2025ADP, MANSPERGER PATTERSON & MCMULLIN, PL, Wells Fargo
2024ADP

This plan has changed recordkeepers within these filings. If you left Great American Title Agency, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$33,832 · 0.53%
2024$34,990 · 0.57%
2023$41,589 · 0.72%
2022$36,597 · 0.59%
Similar plansReal Estate & Leasing · Arizona
Homesmart Services, LLC AZ$7.0M · 0.35%
Lessen, Inc. AZ$6.7M · 1.52%
Lge Corporation AZ$6.7M · 0.93%
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%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860905521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.