Original filing (PDF)20251003220407NAL0001759377005

SOUTH OAK TITLE HR LLC

Name: SOUTH OAK TITLE HR LLC — SOUTH OAK TITLE HR 401(K) PLAN, Form 5500 (2024)
Creator: SOUTH OAK TITLE HR LLC

Form 5500

FILING_RECEIVED

SOUTH OAK TITLE HR 401(K) PLAN

401(k) retirement plan

Signals · 2

32% in single holdingNo recordkeeper disclosed

Active participants

124

Accounts w/ balance

109

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH OAK TITLE HR LLC.

Plan sponsor

Name

SOUTH OAK TITLE HR LLC

EIN

93-3084241

Address

2870 OLD ROCKY RIDGE RD · STE 160 · BIRMINGHAM, AL · 35243

Phone

(205) 983-8100

Industry

Real Estatesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-24

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 direct securities· $2.9M(58% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
9 Benefit Trust Company Vanguard Total Bond Index Fund	—	—	—	$934K	18.5%
3 Benefit Trust Company Vanguard Developed Markets Index Fund	—	—	—	$855K	17.0%
4 Benefit Trust Company Vanguard Emerging Markets Stock Index Fund	—	—	—	$443K	8.8%
10 Benefit Trust Company Vanguard Total International Bond Index Fund	—	—	—	$343K

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