How big is Clientfirst Title LLC's plan?

Clientfirst Title LLC's plan reported $464K in assets and 20 participants for 2024.

Original filing (PDF)20250520082107NAL0004438498001

Clientfirst Title LLC

Name: Clientfirst Title LLC — Clientfirst Title LLC 401(k), Form 5500 (2024)
Creator: Clientfirst Title LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clientfirst Title LLC 401(k) Plan

401(k) retirement plan · Clientfirst Title LLC's Clientfirst Title LLC 401(k) Plan held $464K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

People on this filing

Ronald WILK signed Clientfirst Title LLC's 2024 Form 5500 as plan administrator.

Ronald WILK — 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

Clientfirst Title LLC's EIN is 82-4010218.

EIN 82-4010218

Plan number 001

Plan year 2024

ACK ID 20250520082107NAL0004438498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off