What public Form 5500 filings show about the Clear Title Agency of Arizona 401(k) plan — and how to find and check your own account.
Clear Title Agency of Arizona (EIN 20-8107156) reports CLEAR TITLE AGENCY OF ARIZONA 401(K) PLAN on its most recent Form 5500, with $5.7M in plan assets across 89 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Clear Title Agency of Arizona filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Clear Title Agency of Arizona 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, BROCK ASSET MANAGEMENT.
