Plan Ledger DOL Form 5500 · updated monthly

Near North Title Group LLC401(k)

NEAR NORTH TITLE GROUP 401(K) P/S PLAN · CARMEL, IN · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Near North Title Group LLC reported $39,301 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $738 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.

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 Indiana (1,082nd of 1,562), and 1,377th of 2,096 in real estate & leasing. In 2024, employees put in $6.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,458,328
Participants with balances240
Active participants230
Employer contributions$169,753
Employee contributions$1,105,134
Employer contribution per active participant$738
Average account balance$26,910
Benefits paid to participants$716,950
Plan auditUnmodified (clean) audit opinion
AuditorWARADY & DAVIS
The Near North Title Group LLC 401(k) match · 2024
Employer contribution per active participant$738
Median for plans this size$1,313

Near North Title Group LLC'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.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,301
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)indirect comp
PENSION SPECIALISTS · Other servicesindirect comp

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

Administrative cost history1
2024$39,301 · 0.71%
Same employer
Similar plansReal Estate & Leasing · Indiana
Granite Ridge Group, Inc. IN$7.6M · 0.66%
Bradley Company, LLC IN$6.8M · 0.71%
Premier Truck Rental, LLC IN$6.3M · 0.29%
Adams Remco, Inc. IN$5.7M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455460763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.