Plan Ledger DOL Form 5500 · updated monthly

Northwest Title Family of Companies, Inc.401(k)

NORTHWEST TITLE FAMILY OF COMPANIES, INC. 401(K) PSP AND TRUST · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Northwest Title Family of Companies, Inc. reported $27,203 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $2,261 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 0.56% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Ohio (2,064th of 3,295), and 4,061st of 4,798 in finance & insurance. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,224,168
Participants with balances158
Active participants143
Employer contributions$323,360
Employee contributions$608,281
Employer contribution per active participant$2,261
Average account balance$58,381
Benefits paid to participants$361,676
Plan auditUnmodified (clean) audit opinion
AuditorBRIXEY AND MEYER, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 158 accts · $323K emplr
2023$7.4M · 138 accts · $242K emplr
2022$5.6M · 131 accts · $399K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,280
Investment management$19,949
Trustee / custodial$3,974
Total administrative$27,203
The Northwest Title Family of Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,261
Median for plans this size$1,313
2024$2,261 per active participant
2023$1,955 per active participant
2022$2,954 per active participant

Northwest Title Family of Companies, Inc.'s 2024 employer contribution ran above 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 · 20241
EVERHART ADVISORS · Investment advisory (participants) · Investment advisory (plan)$19,949

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

Administrative cost history3
2024$27,203 · 0.33%
2023$25,630 · 0.39%
2022$34,165 · 0.56%
Same employer
Similar plansFinance & Insurance · Ohio
Communitybanc, Inc. OH$9.4M · 0.03%
Andover Bank OH$8.8M · 0.02%
Kaulig Capital, LLC OH$8.4M · 0.18%
Cfbank OH$7.0M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310730671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.