# Advisors Mortgage Group 401(k) Plan
Source: https://planprovider.pro/companies/advisors-mortgage-group-401k-plan

> Advisors Mortgage Group's 401(k) plan: 254 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advisors Mortgage Group

- **Sponsor EIN:** 223626426

- **Sponsor Address:** 1411 HIGHWAY 35, OCEAN, NJ, 07712

- **Plan Type:** 401(k)

- **Total Participants:** 254

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|254|$13.1M|$265,412|$1.0M|

| 2023|279|$11.0M|$214,795|$1.1M|

| 2022|318|$8.3M|$193,123|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLEAKLEY FINANCIAL GROUP LLC|SERVICE PROVIDER|—|$32,373|$32,373|

| NATIONAL PROFESSIONAL PLANNING GROU|SERVICE PROVIDER / THIRD PARTY ADMIN|$10,670|$5,545|$16,215|

| JVA ACCOUNTANTS & ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLEAKLEY FINANCIAL GROUP LLC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,588

- **Estimated Expense Ratio:** 0.370% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$18,220|$10,670|$7,050|—|—|

| 2023|$15,027|—|$15,027|—|—|

| 2022|$13,551|—|$13,551|—|—|

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