How big is Bankers Title Shenandoah, LLC's plan?

Bankers Title Shenandoah, LLC's plan reported $922K in assets and 5 participants for 2024.

Original filing (PDF)20250811150727NAL0007046305001

Bankers Title Shenandoah, LLC

Name: Bankers Title Shenandoah, LLC — SBA Defined, Form 5500 (2024)
Creator: Bankers Title Shenandoah, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBA Defined Contribution Plan for Bankers Title

401(k) retirement plan · Bankers Title Shenandoah, LLC's SBA Defined Contribution Plan for Bankers Title held $922K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

People on this filing

Claire Pollock signed Bankers Title Shenandoah, LLC's 2024 Form 5500 as plan administrator.

Claire Pollock — Plan Administrator — Form 5500 signer
Stacy K Puckett — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Bankers Title Shenandoah, LLC's EIN is 54-1844333.

EIN 54-1844333

Plan number 001

Plan year 2024

ACK ID 20250811150727NAL0007046305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bankers Title Shenandoah, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANKERS TITLE SHENANDOAH, 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

BANKERS TITLE SHENANDOAH, LLC

EIN

all filings

Address

4490 COX ROAD · GLEN ALLEN, VA · 23060

Phone

(804) 819-4721

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator