Original filing (PDF)20250911095559NAL0000144291001

PROPERTIES TITLE, LLC

Name: PROPERTIES TITLE, LLC — PROPERTIES TITLE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PROPERTIES TITLE, LLC

Form 5500-SF

FILING_RECEIVED

PROPERTIES TITLE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$592K

Net assets (EOY)

$592K

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.

Decision-maker contacts

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

Plan sponsor

Name

PROPERTIES TITLE, LLC

EIN

82-2623090

Address

5218 PAYLOR LN · SARASOTA, FL · 342402204

Phone

(941) 260-9221

Industry

Real Estatesee all

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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

BARDWELL HOMES

BARDWELL HOMES 401(K) PLAN

$592K · 12 participants

TAVACO PROPERTIES, LLC.

TPL SAVINGS PLAN

$593K · 8 participants

PALOMARES ESCROW INC

PALOMARES ESCROW, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$592K · 10 participants

RENTER MAGNET ACQUISITION, LLC

RENTER MAGNET ACQUISITION, LLC 401(K) PLAN

$593K · 12 participants

REAL ESTATE TAX ADVISORS, LTD.

REAL ESTATE TAX ADVISORS, LTD. 401(K) PROFIT SHARING PLAN

$593K · 2 participants