How big is Champion Title & Settlements, Inc.'s plan?

Champion Title & Settlements, Inc.'s plan reported $13.1M in assets and 134 participants for 2024.

Original filing (PDF)20250929090921NAL0014958883001

Champion Title & Settlements, Inc.

Name: Champion Title & Settlements, Inc. — Champion Title, Form 5500 (2024)
Creator: Champion Title & Settlements, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Champion Title & Settlements, Inc. 401(k) Plan

401(k) retirement plan · Champion Title & Settlements, Inc.'s Champion Title & Settlements, Inc. 401(k) Plan held $13.1M in plan assets for 134 participants in 2024, with Fidelity as recordkeeper.

Active participants

134

Accounts w/ balance

165

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

People on this filing

Angela Burnett signed Champion Title & Settlements, Inc.'s 2024 Form 5500 as plan administrator.

Angela Burnett — 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

Champion Title & Settlements, Inc.'s EIN is 54-1662812.

EIN 54-1662812

Plan number 001

Plan year 2024

ACK ID 20250929090921NAL0014958883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CHAMPION TITLE & SETTLEMENTS, INC.

EIN

all filings

Address

21631 RIDGETOP CIRCLE · SUITE 250 · STERLING, VA · 201664247

Phone

(703) 444-4100

Industry

Finance & Insurance

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

2025-09-29

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
R F LAFFERTY & CO INC	13-3000887	—	ADVISOR	$31K	—

Investments

30 direct securities· $13.1M(100% of reported assets)

Mutual Funds

$11.4M

21 holdings

Common Collective Trusts

$1.1M

2 holdings

Other securities

$329K

5 holdings

U.S. Treasuries

$193K

1 holding

Bonds / Notes

$108K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2045 K6	Mutual Funds	—	—	$2.0M	15.5%
Fidelity Investments Fidelity Freedom 2030 K6	Mutual Funds	—	—	$1.9M	14.6%
Fidelity Investments Fidelity Freedom 2010 K6 ** 63 * Fidelity Investments Fidelity Freedom 2020 K6 ** 31 * Fidelity Investments Fidelity Freedom 2025 K6	Mutual Funds	—	—	$1.7M	13.4%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$934K	7.1%
Fidelity Investments Fidelity Freedom 2050 K6	Mutual Funds	—	—	$840K	6.4%
Fidelity Investments Fidelity Blue Chip Growth K6	Mutual Funds	—	—	$777K	5.9%
Fidelity Investments Fidelity Freedom 2035 K6	Mutual Funds	—	—	$743K	5.7%
Fidelity Investments Fidelity Freedom 2040 K6	Mutual Funds	—	—	$739K	5.6%
Fidelity Investments Fidelity Freedom 2055 K6	Mutual Funds	—	—	$569K	4.4%
Fidelity Investments Fidelity Freedom 2060 K6	Mutual Funds	—	—	$379K	2.9%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$293K	2.2%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$251K	1.9%
Fidelity Investments Fidelity Freedom 2065 K6	Mutual Funds	—	—	$243K	1.9%
Fidelity Investments Fidelity International Capital Appreciation K6 Fund	Mutual Funds	—	—	$234K	1.8%
JP Morgan Asset Management JP Morgan Government Bond Fund Class R6	U.S. Treasuries	—	—	$193K	1.5%
Fidelity Investments Fidelity Global EX US Index Fund	Common Collective Trusts	—	—	$151K	1.2%
Fidelity Investments Fidelity Total Bond K6	Mutual Funds	—	—	$148K	1.1%
Alliance Bernstein AB Small Cap Growth Z	Other securities	—	—	$141K	1.1%
RBC Wealth Management RBC Emerging Markets Equity Fund Class R6	Other securities	—	—	$127K	1.0%
Registered Investment Companies American Funds Service Company American Funds American Mutual R6	Mutual Funds	—	—	$110K	0.8%
Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$108K	0.8%
MFS Investment Management MFS Mid Cap Growth R6	Mutual Funds	—	—	$93K	0.7%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$93K	0.7%
MFS Investment Management MFS Massachusetts Investors Trust Class R6	Mutual Funds	—	—	$62K	0.5%
Fidelity Investments Fidelity Inflation-Protected Bond Index	Mutual Funds	—	—	$56K	0.4%
Interest-Bearing Cash * Fidelity Investments Fidelity Government Money Market K6	Mutual Funds	—	—	$45K	0.3%
American Century Investments American Century Mid Cap Value R6	Other securities	—	—	$41K	0.3%
Cohen & Steers C&S Realty Shares Z	Other securities	—	—	$15K	0.1%
Allspring Global Investments Allspring Special Small Cap Value R6	Other securities	—	—	$4K	<0.1%
Fidelity Investments Fidelity Freedom Income K6	Mutual Funds	—	—	$3K	<0.1%