Stewart 401(K) Savings Plan — Form 5500 plan (Stewart Title Guaranty Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stewart 401(K) Savings Plan is a benefit plan reported by Stewart Title Guaranty Company under EIN 74-0924290 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,331 participants and $589,889,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart Title Guaranty Company
- EIN
- 74-0924290
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 8,331
- End-of-year plan assets
- $589,889,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,331 | H, C | 20240726121546NAL0032907490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $589,889,245
- Total liabilities (EOY)
- $101,826
- Net assets (EOY)
- $589,787,419
- Net assets (BOY)
- $528,202,813
Income & contributions
- Employer contributions
- $13,897,584
- Participant contributions
- $33,969,158
- Total contributions
- $52,895,376
- Total income / additions
- $140,796,384
Expenses & distributions
- Benefits paid
- $78,507,995
- Administrative expenses
- $634,758
- Total expenses
- $79,211,778
- Net increase / (decrease)
- $61,584,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $519,598 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners, LLC | NONE | $104,167 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $9,818 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,175 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stewart Title Guaranty Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation