2023 Form 5500 filing — Stewart 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726121546NAL0032907490001) for Stewart 401(K) Savings Plan, reported by Stewart Title Guaranty Company under EIN 74-0924290 and plan number 002. It reports 8,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726121546NAL0032907490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Title Guaranty Company
- EIN
- 74-0924290
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 8,331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $589,889,245
- Total liabilities (EOY)
- $101,826
- Net assets (EOY)
- $589,787,419
- Employer contributions
- $13,897,584
- Participant contributions
- $33,969,158
- Total income / additions
- $140,796,384
- Benefits paid
- $78,507,995
- Administrative expenses
- $634,758
- Total expenses
- $79,211,778
- Net increase / (decrease)
- $61,584,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $519,598 | not reported in the loaded dataset |
| Cap Financial Partners, LLC | NONE | $104,167 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $9,818 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,175 | $0 |