Civic Intelligence

Titleist Asset Management Ltd.

Plan context: Titleist Asset Management 401(K) Plan

EIN 72-1546466 • San Antonio, TX • 14 filings • 1 plans

777 East Sonterra Blvd. Suite 330San Antonio, TX 78258
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$906,626

2025 Contributions

$174,793

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$906,626$453,313$0201220192025YearValue
$906,626Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950201220192025YearValue
9Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202519$906,626$174,793$19,421iApproximate average salary by contribution assumption: employee only about $485,536 at 4% or $323,691 at 6%; with 50% employer match about $323,691 at 4% or $215,794 at 6%; with 100% employer match about $242,768 at 4% or $161,845 at 6%.
Titleist Asset Management 401(K) Plan-9$906,626$174,793$19,421iApproximate average salary by contribution assumption: employee only about $485,536 at 4% or $323,691 at 6%; with 50% employer match about $323,691 at 4% or $215,794 at 6%; with 100% employer match about $242,768 at 4% or $161,845 at 6%.
202417$615,900$82,612$11,802iApproximate average salary by contribution assumption: employee only about $295,043 at 4% or $196,695 at 6%; with 50% employer match about $196,695 at 4% or $131,130 at 6%; with 100% employer match about $147,521 at 4% or $98,348 at 6%.
Titleist Asset Management 401(K) Plan-7$615,900$82,612$11,802iApproximate average salary by contribution assumption: employee only about $295,043 at 4% or $196,695 at 6%; with 50% employer match about $196,695 at 4% or $131,130 at 6%; with 100% employer match about $147,521 at 4% or $98,348 at 6%.
202318$439,486$120,435$15,054iApproximate average salary by contribution assumption: employee only about $376,359 at 4% or $250,906 at 6%; with 50% employer match about $250,906 at 4% or $167,271 at 6%; with 100% employer match about $188,180 at 4% or $125,453 at 6%.
Titleist Asset Management 401(K) Plan-8$439,486$120,435$15,054iApproximate average salary by contribution assumption: employee only about $376,359 at 4% or $250,906 at 6%; with 50% employer match about $250,906 at 4% or $167,271 at 6%; with 100% employer match about $188,180 at 4% or $125,453 at 6%.
202217$287,446$69,420$9,917iApproximate average salary by contribution assumption: employee only about $247,929 at 4% or $165,286 at 6%; with 50% employer match about $165,286 at 4% or $110,190 at 6%; with 100% employer match about $123,964 at 4% or $82,643 at 6%.
Titleist Asset Management 401(K) Plan-7$287,446$69,420$9,917iApproximate average salary by contribution assumption: employee only about $247,929 at 4% or $165,286 at 6%; with 50% employer match about $165,286 at 4% or $110,190 at 6%; with 100% employer match about $123,964 at 4% or $82,643 at 6%.
202111$259,996$15,075$15,075iApproximate average salary by contribution assumption: employee only about $376,875 at 4% or $251,250 at 6%; with 50% employer match about $251,250 at 4% or $167,500 at 6%; with 100% employer match about $188,438 at 4% or $125,625 at 6%.
Titleist Asset Management 401(K) Plan-1$259,996$15,075$15,075iApproximate average salary by contribution assumption: employee only about $376,875 at 4% or $251,250 at 6%; with 50% employer match about $251,250 at 4% or $167,500 at 6%; with 100% employer match about $188,438 at 4% or $125,625 at 6%.
202011$210,370$14,250$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
Titleist Asset Management 401(K) Plan-1$210,370$14,250$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
201911$160,001$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Titleist Asset Management 401(K) Plan-1$160,001$14,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201811$130,977$13,500$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Titleist Asset Management 401(K) Plan-1$130,977$13,500$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201711$123,184$11,439$11,439iApproximate average salary by contribution assumption: employee only about $285,975 at 4% or $190,650 at 6%; with 50% employer match about $190,650 at 4% or $127,100 at 6%; with 100% employer match about $142,988 at 4% or $95,325 at 6%.
Titleist Asset Management 401(K) Plan-1$123,184$11,439$11,439iApproximate average salary by contribution assumption: employee only about $285,975 at 4% or $190,650 at 6%; with 50% employer match about $190,650 at 4% or $127,100 at 6%; with 100% employer match about $142,988 at 4% or $95,325 at 6%.
201611$104,953$7,507$7,507iApproximate average salary by contribution assumption: employee only about $187,675 at 4% or $125,117 at 6%; with 50% employer match about $125,117 at 4% or $83,411 at 6%; with 100% employer match about $93,838 at 4% or $62,558 at 6%.
Titleist Asset Management 401(K) Plan-1$104,953$7,507$7,507iApproximate average salary by contribution assumption: employee only about $187,675 at 4% or $125,117 at 6%; with 50% employer match about $125,117 at 4% or $83,411 at 6%; with 100% employer match about $93,838 at 4% or $62,558 at 6%.
201511$87,386$7,150$7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%.
Titleist Asset Management 401(K) Plan-1$87,386$7,150$7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%.
201411$87,335$7,305$7,305iApproximate average salary by contribution assumption: employee only about $182,625 at 4% or $121,750 at 6%; with 50% employer match about $121,750 at 4% or $81,167 at 6%; with 100% employer match about $91,313 at 4% or $60,875 at 6%.
Titleist Asset Management 401(K) Plan-1$87,335$7,305$7,305iApproximate average salary by contribution assumption: employee only about $182,625 at 4% or $121,750 at 6%; with 50% employer match about $121,750 at 4% or $81,167 at 6%; with 100% employer match about $91,313 at 4% or $60,875 at 6%.
201311$79,564$4,512$4,512iApproximate average salary by contribution assumption: employee only about $112,800 at 4% or $75,200 at 6%; with 50% employer match about $75,200 at 4% or $50,133 at 6%; with 100% employer match about $56,400 at 4% or $37,600 at 6%.
Titleist Asset Management 401(K) Plan-1$79,564$4,512$4,512iApproximate average salary by contribution assumption: employee only about $112,800 at 4% or $75,200 at 6%; with 50% employer match about $75,200 at 4% or $50,133 at 6%; with 100% employer match about $56,400 at 4% or $37,600 at 6%.
201211$76,066$74,567$74,567iApproximate average salary by contribution assumption: employee only about $1,864,175 at 4% or $1,242,783 at 6%; with 50% employer match about $1,242,783 at 4% or $828,522 at 6%; with 100% employer match about $932,088 at 4% or $621,392 at 6%.
Titleist Asset Management 401(K) Plan-1$76,066$74,567$74,567iApproximate average salary by contribution assumption: employee only about $1,864,175 at 4% or $1,242,783 at 6%; with 50% employer match about $1,242,783 at 4% or $828,522 at 6%; with 100% employer match about $932,088 at 4% or $621,392 at 6%.