Surety Title 401(k) match, vesting and fees
What Surety Title'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 | Jsc Advisors, LLC | Schedule C ↗ |
| Independent auditor | Alloy Silverstein Shapiro Et (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 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Surety Title: employer contribution per participant | $1,095 | |
| Peer median | $3,122 |
| Surety Title: average balance | $70,373 | |
| Peer median | $111,687 |
| Surety Title: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.20% |
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 $10.1M at the end of plan year 2021 to $14.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 235 | $14.8M | $230K | $1,095 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 195 | $11.6M | $148K | $866 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 219 | $10M | $160K | $826 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 287 | $8.9M | $189K | $720 | 0.79% | Not published | Form 5500 ↗ |
| 2021 | 278 | $10.1M | $200K | $816 | 0.87% | Not published | Form 5500 ↗ |
Common questions
Does Surety Title match 401(k) contributions?
The match terms for the Surety Title Company 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $230K in employer contributions, about $1,095 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Surety Title 401(k) match vested?
The vesting schedule for the Surety Title Company 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Surety Title 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Jsc Advisors, LLC. The plan administrator is Surety Title Company, LLC.
I left Surety Title. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Surety Title Company, LLC, (856) 702-6825) or the recordkeeper, Jsc Advisors, LLC. The Surety Title old 401(k) page lists the contacts from every plan filing. Find an old Surety Title 401(k)
Data from the public Form 5500 annual reports Surety Title 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 Surety Title. Not financial advice. Report a correction · Methodology