Department of Labor filing

ATA NATIONAL TITLE GROUP, LLC

ATA NATIONAL TITLE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

18filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$611

Reported employer contributions per active participant.

Higher than about 10% of comparable plans

#People in the filing

378

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$224 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 38% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202418out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions10th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense38th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ATA NATIONAL TITLE GROUP, LLC reported $230,901 in employer contributions across the plan and 378 active participants. That works out to $611 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 6.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 47.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context18/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $230,901
Participant contributions: $1,466,224
Other contributions: $151,535
Employer share of reported contributions: 13.6%
Beginning assets: $22,316,575
Ending assets: $24,664,994
Ending net assets: $24,664,994
Ending liabilities: $0
Total income: $4,479,684
Total expenses: $2,131,265
Administrative expenses: $100,013
Participant loans: $445,494

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$651

2023

$619

2024

$611

Plan-paid administrative expenses per participant

2022

$152

2023

$217

2024

$224

Active participants

2022

417

2023

377

2024

378

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$611	378	24.7M	20251013124819NAL0002860274001
2023	$619	377	22.3M	20241015093122NAL0014316179001
2022	$651	417	19.5M	20231010135913NAL0037827392001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 611492166-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2015
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D2S2T3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY TRUST COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251013124819NAL0002860274001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗