Near North Title Group 401(k) match, vesting and fees
What Near North Title Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Warady & Davis (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Near North Title Group: employer contribution per participant | $707 | |
| Peer median | $1,680 |
| Near North Title Group: average balance | $26,910 | |
| Peer median | $52,722 |
| Near North Title Group: admin expenses ÷ assets | 0.71% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $6.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 251 | $6.5M | $170K | $707 | 0.71% | Not published | Form 5500 ↗ |
Common questions
Does Near North Title Group match 401(k) contributions?
The match terms for the Near North Title Group 401(k) P/S Plan have not been published from its filing yet. The plan year 2024 filing reports $170K in employer contributions, about $707 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Near North Title Group 401(k) match vested?
The vesting schedule for the Near North Title Group 401(k) P/S Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Near North Title Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Near North Title Group LLC.
I left Near North Title Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Near North Title Group LLC, (317) 843-5300) or the recordkeeper, Principal Life Insurance Company. The Near North Title Group old 401(k) page lists the contacts from every plan filing. Find an old Near North Title Group 401(k)
Data from the public Form 5500 annual reports Near North Title Group filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Near North Title Group. Not financial advice. Report a correction · Methodology