Original filing (PDF)20240124120730NAL0007820323002

FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN

Name: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN — FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN, Form 5500 (2023)
Creator: FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN

Form 5500-SF

FILING_RECEIVED

FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

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 average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN.

Plan sponsor

Name

FIRST SOUTHWESTERN TITLE CO. OF WISCONSIN

EIN

39-1631487all filings

Address

11518 N. PORT WASHINGTON RD. · SUITE 101 · MEQUON, WI · 53092

Phone

(262) 240-0227

Industry

Real Estatesee all

Plan administrator