· 2022–2024 · DOL EFAST2

HEIGHTS TITLE SERVICE LLC — HEIGHTS TITLE SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250711130040NAL0009617856001

HEIGHTS TITLE SERVICE LLC

Form 5500-SF

FILING_RECEIVED

HEIGHTS TITLE SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

6

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

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

62

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 HEIGHTS TITLE SERVICE LLC.

Plan sponsor

Name

HEIGHTS TITLE SERVICE LLC

EIN

20-1484593all filings

Address

21105 DESIGN PARC LN STE 101 · ESTERO, FL · 339286437

Phone

(239) 676-7523

Industry

Real Estatesee 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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

STONECASTLE LAND & HOME FINANCIAL, INC.

STONECASTLE LAND & HOME FINANCIAL, INC. 401(K) PLAN

$389K · 9 participants

MOUNTAIN WEST REAL ESTATE INC

MOUNTAIN WEST REAL ESTATE INC 401K PLAN

$389K · 14 participants

CALIFORNIA PREFERRED ESCROW

CALIFORNIA PREFERRED ESCROW 401(K) PLAN

$389K · 14 participants

ABERNATHY & TIMBERLAKE INVESTMEN

ABERNATHY & TIMBERLAKE INVESTMENT GROUP 401K PLAN

$391K · 6 participants

NOBLE TITLE INC.

NOBLE TITLE INC. 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.