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Original filing (PDF)20251009141310NAL0006703873001
INWEST TITLE SERVICES, INC.
Form 5500
FILING_RECEIVED
INWEST TITLE SERVICES PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
75
Accounts w/ balance
97
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
83
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2045 Registered Investment Company" is 35% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INWEST TITLE SERVICES, INC..
Plan sponsor
Name
INWEST TITLE SERVICES, INC.
EIN
87-0470582
Address
P.O. BOX 3309 · OGDEN, UT · 84409
Phone
(801) 399-3544
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
A+P CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $2.8M | 37.4% | |
| Vanguard Life Strategy Growth Registered Investment Company | — | — | — | $2.2M | 29.9% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $665K | 9.0% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $435K | 5.9% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $403K | 5.5% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $243K | 3.3% | |
| Vanguard Total Stock Mrkt Adm Registered Investment Company | — | — | — | $164K | 2.2% | |
| Vanguard Life Strategy Consv Grth Registered Investment Company | — | — | — | $161K | 2.2% | |
| Loan 4.25% - 9.5% | — | — | — | $135K | 1.8% | |
| Vanguard Target Retirement 2065 Registered Investment Company 153 * Impax High Yield Fund Registered Investment Company 55 * Participant loans Interest Rate 4.25%-9.50% | — | — | — | $135K | 1.8% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $99K | 1.3% | |
| Vanguard Total Intl Stk Idx Admiral Registered Investment Company | — | — | — | $72K | 1.0% | |
| Vanguard Cash Rsrv Federal MnyMkt Money Market Fund | — | — | — | $20K | 0.3% | |
| Vanguard Cash Rsrv Federal MnyMktAdmiral Money Market Fund | — | — | — | $20K | 0.3% | |
| Vanguard Total Bond Mk Index Adm Registered Investment Company | — | — | — | $19K | 0.3% | |
| Vanguard Total Bond Mk Index Adm Registered Investment Company | — | — | — | $19K | 0.3% |
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