Original filing (PDF)20250414145219NAL0003248064001

WAVE TITLE AGENCY, INC.

Name: WAVE TITLE AGENCY, INC. — WAVE TITLE AGENCY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WAVE TITLE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

WAVE TITLE AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAVE TITLE AGENCY, INC..

Plan sponsor

Name

WAVE TITLE AGENCY, INC.

EIN

20-0601299

Address

1420 W. MAIN ST. · TIPP CITY, OH · 45371

Phone

(937) 604-5439

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LOYD J BOURGEOIS LLC

LOYD J BOURGEOIS 401(K) PLAN

$207K · 7 participants

JARROD SMITH

LAW OFFICE OF JARROD D. SMITH

$206K · 14 participants

KIERMAN LAW PLC

KIERMAN LAW PLC 401(K) PLAN

$206K · 3 participants

CENTER CITY LEGAL REPRODUCTIONS

CENTER CITY LEGAL REPRODUCTIONS INC. 401K PLAN

$209K · 87 participants

DENTAL & MEDICAL COUNSEL, P.C.

DENTAL & MEDICAL COUNSEL, P.C. 401(K) PLAN

$209K · 10 participants