Back to filter
Original filing (PDF)20251015131111NAL0002344755001
TITLESMART, INC.
Form 5500-SF
FILING_RECEIVED
TITLESMART, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
52
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1H · PBGC-terminated and closed out
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
SALCITO CUSTOM HOMES, LTD.
SALCITO CUSTOM HOMES 401(K) PLAN
$1.6M · 51 participants
NEW BRAUNFELS TITLE CO.
NEW BRAUNFELS TITLE CO. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 18 participants
DNT INVESTMENTS, INC.
DNT INVESTMENTS, INC. 401(K) PLAN
$1.6M · 17 participants
PARAGON REALTY, LLC
PARAGON REALTY, LLC 401(K) SAVINGS PLAN
$1.6M · 5 participants
PRESIDENTIAL LIMITED PARTNERSHIP
PRESIDENTIAL ESTATES REALTY 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 12 participants
CROWN TITLE CORPORATION
CROWN TITLE CORP. 401(K) RETIREMENT PLAN
$1.6M · 36 participants
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