Peter Betts signed First Arizona Title Agency, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Arizona Title Agency, LLC's EIN is 16-1619278.
Download the official 2023 Form 5500 (PDF) for First Arizona Title Agency, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)First Arizona Title Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM, LLC | 27-4011107 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Core Bond Ret Mutual fund | Mutual Funds | — | — | $211K | 17.0% | |
| required for Blackrock Lifepath 2060 Mutual fund | Other securities | — | — | $188K | 15.1% | |
| self directed Blackrock Lifepath 2030 Mutual fund | Self-Directed Brokerage | — | — | $172K | 13.9% | |
| Blackrock Lifepath 2050 Mutual fund | Other securities | — | — | $151K | 12.2% | |
| Vanguard Real Estate Index Mutual fund 818 Blackrock Lifepath 2040 Mutual fund | Mutual Funds | — | — | $125K | 10.1% | |
| TIAA-CREF Lc Growth Index Mutual fund | Mutual Funds | — | — | $101K | 8.1% | |
| TIAA-CREF LG CAP VAL IDX INST | Registered Investment Companies | — | — | $91K | 7.3% | |
| Ishares MSCI Total Intl Idx Mutual fund | Common Collective Trusts | — | — | $71K | 5.7% | |
| funds BNYM Sm Md Cp Gr Mutual fund 809 Vanguard Federal MM Inv Mutual fund | Mutual Funds | — | — | $65K | 5.2% | |
| Vanguard Mid Cap Value Ind Mutual fund | Mutual Funds | — | — | $26K | 2.1% | |
| Vanguard Sm Cp Gr Idx Mutual fund 47 Vanguard Sm Cap Val Index Mutual fund | Common Collective Trusts | — | — | $20K | 1.6% | |
| Blackrock Lifepath Ret Mutual fund | Other securities | — | — | $19K | 1.5% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 0.2% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 0.2% | |
| Yes No Amount a | Other securities | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $28K |
| — |
