# All Western Mortgage 401(k) Plan
Source: https://planprovider.pro/companies/all-western-mortgage-401k-plan

> All Western Mortgage's 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** All Western Mortgage

- **Sponsor EIN:** 880209429

- **Sponsor Address:** 8345 W SUNSET RD NBR 380, LAS VEGAS, NV, 89113

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

- **Total Participants:** 330

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|330|$9.1M|$189,062|$1.3M|

| 2023|293|$7.6M|$158,959|$991,652|

| 2022|265|$6.7M|$117,878|$1.1M|

## 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|

| SPIEGEL ACCOUNTANCY CORP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$68,297|$15,903|—|—|—|

| 2023|$56,537|$13,475|—|—|—|

| 2022|$41,233|—|—|—|—|

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