How big is Summit Title & Escrow, LLC's plan?

Summit Title & Escrow, LLC's plan reported $1.5M in assets and 11 participants for 2024.

Original filing (PDF)20250620094651NAL0009407170001

Summit Title & Escrow, LLC

Name: Summit Title & Escrow, LLC — Summit Title & Escrow, Form 5500 (2024)
Creator: Summit Title & Escrow, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Title & Escrow, LLC Retirement Plan

401(k) retirement plan · Summit Title & Escrow, LLC's Summit Title & Escrow, LLC Retirement Plan held $1.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Timothy Wardlow signed Summit Title & Escrow, LLC's 2024 Form 5500 as plan administrator.

Timothy Wardlow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Title & Escrow, LLC's EIN is 37-1735650.

EIN 37-1735650

Plan number 001

Plan year 2024

ACK ID 20250620094651NAL0009407170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Title & Escrow, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Title & Escrow, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SUMMIT TITLE & ESCROW, LLC

EIN

all filings

Address

6263 POPLAR AVENUE · SUITE 801 · MEMPHIS, TN · 38119

Phone

(901) 881-8600

Industry

Law Offices· Professional & Technical Services

Plan administrator