Back to filter
Original filing (PDF)20251015131329NAL0006202144001
TITLESMART, INC.
Form 5500
FILING_RECEIVED
TITLESMART, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TITLESMART, INC..
Plan sponsor
Name
TITLESMART, INC.
EIN
20-8380758
Address
4810 WHITE BEAR PARKWAY · SUITE 100 · WHITE BEAR LAKE, MN · 55110
Phone
(651) 779-3075
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
2025-10-15
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
SMITH SCHAFER AND ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOTAL WEALTH ADVISORS, LLC | 45-5383775 | HOPKINS, MN | NONE | $12K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | MINNEAPOLIS, MN | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Real Estate plans
PROFESSIONAL MARKETING SOLUTIONS
PROFESSIONAL MARKETING SOLUTIONS 401K PLAN
$0
PATRIOT PACIFIC FINANCIAL CORP.
PATRIOT PACIFIC FINANCIAL CORP CASH BALANCE PLAN
$0
WASHINGTON BUSINESS PROPERTIES ASSOCIATION
WASHINGTON BUSINESS PROPERTIES ASSOCIATION 401(K) PLAN
$0
REALSURE LLC
REALSURE LLC EMPLOYEE SAVINGS PLAN
$0
RNL REAL ESTATE LLC
RNL REAL ESTATE LLC 401K PLAN
$0
SARLO BERLINER, INC.
WALDENVC MEDIA II, LLC CASH BALANCE PLAN
$0
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B