Titus-Will Retirement Savings Plan — Form 5500 plan (Titus-Will)
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, Titus-Will Retirement Savings Plan is a benefit plan reported by Titus-Will under EIN 91-0441515 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,013 participants and $31,895,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Titus-Will
- EIN
- 91-0441515
- Plan number
- 001
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 1,013
- End-of-year plan assets
- $31,895,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,013 | H, C | 20241015211645NAL0015418035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,895,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,895,493
- Net assets (BOY)
- $26,303,471
Income & contributions
- Employer contributions
- $370,561
- Participant contributions
- $2,810,835
- Total contributions
- $3,181,396
- Total income / additions
- $8,214,104
Expenses & distributions
- Benefits paid
- $2,330,274
- Administrative expenses
- $290,740
- Total expenses
- $2,622,082
- Net increase / (decrease)
- $5,592,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Portfolio Consulting, LLC | SERVICE PROVIDER | $39,627 | not reported in the loaded dataset | 2023 |
| Geffen Mesher & Company, P.C | SERVICE PROVIDER | $18,092 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | THIRD PARTY ADMINISTRATO | $0 | $14,218 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $13,350 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Titus-Will
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Pacific Portfolio Consulting, LLC — Schedule C compensation
- Geffen Mesher & Company, P.C — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation