South Oak Title HR LLC401(k)
SOUTH OAK TITLE HR 401(K) PLAN · BIRMINGHAM, AL · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
South Oak Title HR LLC reported $5,035 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,924 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 Alabama (623rd of 902), and 1,511th of 2,096 in real estate & leasing. In 2024, employees put in $1.46 for every $1.00 the employer contributed.
South Oak Title HR LLC'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 933084241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.