Original filing (PDF)20250730145119NAL0006927840003

HERITAGE TITLE COMPANY OF AUSTIN, INC.

Name: HERITAGE TITLE COMPANY OF AUSTIN, INC. — HERITAGE TITLE COMPANY OF AUSTIN, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HERITAGE TITLE COMPANY OF AUSTIN, INC.

Form 5500-SF

FILING_RECEIVED

HERITAGE TITLE COMPANY OF AUSTIN, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.2M

Net assets (EOY)

$22.2M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE TITLE COMPANY OF AUSTIN, INC..

Plan sponsor

Name

HERITAGE TITLE COMPANY OF AUSTIN, INC.

EIN

74-2325217

Address

200 W 6TH STREET · SUITE 1600 · AUSTIN, TX · 78701

Phone

(512) 505-5000

Industry

Real Estatesee all

Plan administrator