How big is Texas Excel Title LLC's plan?

Texas Excel Title LLC's plan reported $138K in assets and 11 participants for 2024.

Original filing (PDF)20250501123516NAL0004579504001

Texas Excel Title LLC

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

Form 5500-SF

FILING_RECEIVED

Texas Excel Title 401(k) Plan

401(k) retirement plan · Texas Excel Title LLC's Texas Excel Title 401(k) Plan held $138K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

People on this filing

Claudia PUGA signed Texas Excel Title LLC's 2024 Form 5500 as plan administrator.

Claudia PUGA — 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

Texas Excel Title LLC's EIN is 84-3396689.

EIN 84-3396689

Plan number 001

Plan year 2024

ACK ID 20250501123516NAL0004579504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Excel Title LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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 (93rd percentile).

Plan sponsor

Name

TEXAS EXCEL TITLE LLC

EIN

all filings

Address

560 N KIMBALL AVENUE · SUITE 100 · SOUTHLAKE, TX · 76092

Phone

(817) 410-6400

Industry

Real Estate

Plan administrator