Original filing (PDF)20250611113344NAL0015899633001

CLEVELAND HOME TITLE AGENCY, LLC

Name: CLEVELAND HOME TITLE AGENCY, LLC — CLEVELAND HOME TITLE AGENCY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLEVELAND HOME TITLE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

CLEVELAND HOME TITLE AGENCY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVELAND HOME TITLE AGENCY, LLC.

Plan sponsor

Name

CLEVELAND HOME TITLE AGENCY, LLC

EIN

22-3856326

Address

28005 CLEMENS RD · WESTLAKE, OH · 44145

Phone

(440) 788-7100

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

2025-06-11

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

THE TITLE COMPANY

THE TITLE COMPANY 401(K) PLAN

$2.1M · 43 participants

COLORADO ASSOCIATION OF REALTORS

COLORADO ASSOCIATION OF REALTORS 401(K) PLAN

$2.1M · 19 participants

LAKE WILDWOOD ASSOCIATION

LAKE WILDWOOD ASSOCIATION 401K PROFIT SHARING PLAN

$2.1M · 95 participants

GREATER HARTFORD ASSOCIATION OF REALTORS, INC.

GREATER HARTFORD ASSOCIATION OF REALTORS, INC. PROFIT SHARING PLAN

$2.1M · 12 participants

TITLE AGENCY SUPPORT,LLC

TITLE AGENCY SUPPORT, LLC 401(K) RETIREMENT SAVINGS PLAN