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Original filing (PDF)20251009160125NAL0006867025001
STEWART TITLE GUARANTY COMPANY
Form 5500
FILING_RECEIVED
STEWART 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
5,500
Accounts w/ balance
7,486
Plan assets (EOY)
$647.7M
Net assets (EOY)
$647.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWART TITLE GUARANTY COMPANY.
Plan sponsor
Name
STEWART TITLE GUARANTY COMPANY
EIN
74-0924290
Address
1360 POST OAK BLVD, SUITE 100 · HOUSTON, TX · 77056
Phone
(713) 625-8000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2S · Automatic enrollment
2J · 401(k) feature
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $190K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $71K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $34K | — |
Investments
29 direct securities · 14 pooled funds· $914.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$610.0M
29 holdings
Common Collective Trust
$269.5M
13 holdings
Pooled Separate Account
$34.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund - | — | — | — | $99.2M | 15.3% | |
| T Rowe Price Ret Trust 2030 Collective trust fund - | — | — | — | $57.6M | 8.9% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $57.6M | 8.9% | |
| T. Rowe Price All-Cap Opportunities Fund Mutual fund - | — | — | — | $53.4M | 8.2% | |
| Dodge & Cox Stock Fund Mutual fund - | — | — | — | $49.3M | 7.6% | |
| T Rowe Price Ret Trust 2040 Collective trust fund - | — | — | — | $45.4M | 7.0% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $45.4M | 7.0% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $34.5M | 5.3% | |
| T Rowe Price Ret Trust 2035 Collective trust fund - | — | — | — | $32.8M | 5.1% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $32.8M | 5.1% | |
| T Rowe Price Ret Trust 2020 Collective trust fund - | — | — | — | $27.4M | 4.2% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $27.4M | 4.2% | |
| T Rowe Price Ret Trust 2025 Collective trust fund - | — | — | — | $27.2M | 4.2% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $27.2M | 4.2% | |
| Vanguard Extended Market Index Mutual fund - | — | — | — | $26.8M | 4.1% | |
| T Rowe Price Ret Trust 2050 Collective trust fund - | — | — | — | $26.7M | 4.1% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $26.7M | 4.1% | |
| T Rowe Price Ret Trust 2045 Collective trust fund - | — | — | — | $25.6M | 3.9% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $25.6M | 3.9% | |
| Fidelity Intl. Index Fund Mutual fund - | — | — | — | $21.2M | 3.3% | |
| Vanguard Total Bond Market Index Mutual fund - | — | — | — | $17.7M | 2.7% | |
| Principal SMCap Growth I Insttl Mutual fund - | — | — | — | $14.5M | 2.2% | |
| Principal SmallCap Growth I R6 Mutual fund - | — | — | — | $12.1M | 1.9% | |
| T Rowe Price Ret Trust 2055 Collective trust fund - | — | — | — | $10.4M | 1.6% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $10.4M | 1.6% | |
| Fidelity Total Bond Fund Mutual fund - | — | — | — | $9.7M | 1.5% | |
| Various maturity dates and interest rates * Notes receivable from participants ranging from 4.25% to 10.5% - | — | — | — | $8.6M | 1.3% | |
| Vanguard Short-term Grade Ins Mutual fund - | — | — | — | $8.2M | 1.3% | |
| Europacific Growth R6 Mutual fund - | — | — | — | $7.4M | 1.2% | |
| T Rowe Price Ret Trust 2060 Collective trust fund - | — | — | — | $6.0M | 0.9% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.0M | 0.9% | |
| Carillon Eagle Mid Cap Growth I Mutual fund - | — | — | — | $5.1M | 0.8% | |
| T Rowe Price Ret Trust 2005 Collective trust fund - | — | — | — | $5.0M | 0.8% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $5.0M | 0.8% | |
| MFS Mid Cap Value R3 Mutual fund - | — | — | — | $4.8M | 0.7% | |
| T Rowe Price Ret Trust 2015 Collective trust fund - | — | — | — | $3.1M | 0.5% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| Principal Real Estate Secs I Mutual fund - | — | — | — | $2.2M | 0.3% | |
| T Rowe Price Ret Trust 2065 Collective trust fund - | — | — | — | $1.9M | 0.3% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| T Rowe Price Ret Trust 2010 Collective trust fund - | — | — | — | $421K | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $421K | <0.1% | |
| Vanguard Federal Money Market Fund Mutual fund - | — | — | — | $331K | <0.1% |