Plan Ledger DOL Form 5500 · updated monthly

Inwest Title Services, Inc.401(k)

INWEST TITLE SERVICES PROFIT SHARING PLAN · OGDEN, UT · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Inwest Title Services, Inc. reported $3,229 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $758 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 0.08% to 0.05%. 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 Utah (526th of 848), and 1,303rd of 2,096 in real estate & leasing. In 2024, employees put in $5.03 for every $1.00 the employer contributed; active participation has shrunk from 111 to 75 since 2022.

Plan summary
Net assets, end of year$7,382,513
Participants with balances97
Active participants75
Employer contributions$56,816
Employee contributions$285,990
Employer contribution per active participant$758
Average account balance$76,108
Benefits paid to participants$473,173
Plan auditUnmodified (clean) audit opinion
AuditorA+P CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 97 accts · $57K emplr
2023$6.7M · 104 accts · $63K emplr
2022$5.6M · 126 accts · $79K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,229
Total administrative$3,229
The Inwest Title Services, Inc. 401(k) match · 2024
Employer contribution per active participant$758
Median for plans this size$1,313
2024$758 per active participant
2023$724 per active participant
2022$708 per active participant

Inwest Title Services, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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.

Administrative cost history3
2024$3,229 · 0.05%
2023$5,699 · 0.09%
2022$5,115 · 0.08%
Similar plansReal Estate & Leasing · Utah
Prep Co., LLC UT$9.9M · 0.32%
Ranlife, Inc. UT$7.2M · 0.16%
Canopy Mortgage, LLC UT$5.5M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870470582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.