Ohio Real Title Agency 401(k) match, vesting and fees
What Ohio Real Title Agency'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (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 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Ohio Real Title Agency: employer contribution per participant | $3,629 | |
| Peer median | $2,868 |
| Ohio Real Title Agency: average balance | $62,533 | |
| Peer median | $95,281 |
| Ohio Real Title Agency: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2021 to $9.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 157 | $9.8M | $570K | $3,629 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 142 | $8.4M | $552K | $3,886 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 146 | $6.8M | $720K | $4,966 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 149 | $6.8M | $308K | $2,064 | 0.36% | Not published | Form 5500 ↗ |
Other Ohio Real Title Agency plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ohio Real Title Agency, LLC Cash Balance Plan
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ohio Real Title Agency match 401(k) contributions?
The match terms for the Ohio Real Title Agency, LLC 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $570K in employer contributions, about $3,629 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ohio Real Title Agency 401(k) match vested?
The vesting schedule for the Ohio Real Title Agency, LLC 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ohio Real Title Agency 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Ohio Real Title Agency, LLC.
I left Ohio Real Title Agency. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ohio Real Title Agency, LLC, (216) 373-8288) or the recordkeeper, Empower Annuity Insurance Company O. The Ohio Real Title Agency old 401(k) page lists the contacts from every plan filing. Find an old Ohio Real Title Agency 401(k)
Data from the public Form 5500 annual reports Ohio Real Title Agency filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Ohio Real Title Agency. Not financial advice. Report a correction · Methodology