Back to filter
Original filing (PDF)20250923131421NAL0008065683001
PROVIDENT TITLE COMPANY
Form 5500
FILING_RECEIVED
PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
94
Accounts w/ balance
104
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVIDENT TITLE COMPANY.
Plan sponsor
Name
PROVIDENT TITLE COMPANY
EIN
95-4100304
Address
6345 BALBOA BLVD STE 285 BLDG 4 · ENCINO, CA · 913165238
Phone
(310) 247-4950
Industry
Finance & Insurancesee 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
2025-09-23
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
POOLER CPA GROUP LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERBER KAWASAKI INC FBO HATEM DHIAB | 27-2274173 | SANTA MONICA, CA | ADVISOR | $37K | — |
Investments
34 direct securities· $13.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Registered Investment Company | — | — | — | $3.0M | 21.9% | |
| Money Market Fund Vanguard Federal Money Market Money Market Fund | — | — | — | $1.6M | 12.0% | |
| American Funds 2030 Target Date Retirement Registered Investment Company | — | — | — | $1.1M | 8.0% | |
| Fidelity Contrafund Registered Investment Company | — | — | — | $933K | 6.8% | |
| American Funds Fundamental Investors Registered Investment Company | — | — | — | $870K | 6.4% | |
| American Funds 2045 Target Data Retirement Registered Investment Company | — | — | — | $826K | 6.0% | |
| American Funds 2040 Target Date Retirement Registered Investment Company | — | — | — | $758K | 5.5% | |
| American Funds 2025 Target Date Retirement Registered Investment Company | — | — | — | $594K | 4.3% | |
| Dodge & Cox Stock Registered Investment Company | — | — | — | $446K | 3.3% | |
| American Beacon Stephens Smal Cap Growth Registered Investment Company | — | — | — | $405K | 3.0% | |
| Schwab S&P 500 Index Registered Investment Company | — | — | — | $396K | 2.9% | |
| American Funds The New Economy Registered Investment Company | — | — | — | $341K | 2.5% | |
| PIMCO Total Return Registered Investment Company | — | — | — | $339K | 2.5% | |
| PIMCO Income Registered Investment Company | — | — | — | $311K | 2.3% | |
| PIMCO Low Duration Income Registered Investment Company ** 3 AmerIcan Funds 2055 Target Date Retirement Registered Investment Company | — | — | — | $179K | 1.3% | |
| Notes Receivable from Participants Maturity dates of 2025 to 2034 Interest rates from 4.25% - 9.50% - | — | — | — | $168K | 1.2% | |
| Fidelity Capital Appreciation Registered Investment Company | — | — | — | $163K | 1.2% | |
| Metropolitan West Total Return Bond Registered Investment Company | — | — | — | $152K | 1.1% | |
| Vanguard Growth and Income Registered Investment Company | — | — | — | $146K | 1.1% | |
| American Funds 2020 Target Date Retirement Registered Investment Company | — | — | — | $137K | 1.0% | |
| American Funds 2035 Target Date Retirement Registered Investment Company | — | — | — | $110K | 0.8% | |
| abrdn Global Equity lmpact Registered Investment Company | — | — | — | $94K | 0.7% | |
| American Funds New World Registered Investment Company | — | — | — | $89K | 0.7% | |
| DFA Emerging Markets Portfolio Registered Investment Company | — | — | — | $83K | 0.6% | |
| American Funds EuroPacific Growth Registered Investment Company | — | — | — | $77K | 0.6% | |
| American Funds 2060 Target Date Retirement Registered Investment Company | — | — | — | $71K | 0.5% | |
| DoubleLine Total Return Bond Registered Investment Company | — | — | — | $59K | 0.4% | |
| BlackRock Global Allocation Registered Investment Company | — | — | — | $56K | 0.4% | |
| Franklin Gold and Precous Metals Registered Investment Company | — | — | — | $52K | 0.4% | |
| American Funds 2050 Target Date Retirement Registered Investment Company | — | — | — | $35K | 0.3% | |
| GuggenheIm Total Return Bond Registered Investment Company | — | — | — | $18K | 0.1% | |
| PIMCO High Yield Registered Investment Company | — | — | — | $15K | 0.1% | |
| DFA Inflation-Protected Securities Registered Investment Company | — | — | — | $11K | <0.1% | |
| DoubleLine Core Fixed Income Registered Investment Company | — | — | — | $3K | <0.1% |