# Amcap Mortgage, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/amcap-mortgage-ltd-401k-plan

> Amcap Mortgage, Ltd.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Amcap Mortgage, Ltd.

- **Sponsor EIN:** 320016270

- **Sponsor Address:** 9999 BELLAIRE BLVD., SUITE 700, HOUSTON, TX, 77036

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|0|$0|$102,721|$109,348|

| 2023|490|$23.5M|$3|$2.9M|

| 2022|856|$19.8M|$37,351|$3.8M|

## 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|

| RICHEY, MAY & CO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RICHEY, MAY & CO, LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## 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|$139,962|$1,774|$92,090|—|—|

| 2023|$193,564|$4,109|$173,930|—|—|

| 2022|$167,824|$3,588|$149,611|—|$14,625|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/amcap-mortgage-ltd-401k-plan)

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