Plan Snapshot
- Plan Sponsor: American Internet Mortgage
- Sponsor EIN: 522091594
- Sponsor Address: 4141 CAMINO DEL RIO S, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 41 | $9.2M | $141,581 | $274,650 |
| 2023 | 47 | $8.1M | $150,242 | $281,134 |
| 2022 | 41 | $6.7M | $234,898 | $391,000 |
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 |
|---|---|---|---|---|
| CONSIDINE & CONSIDINE | 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 | $11,169 | — | $11,169 | — | — |
| 2023 | $12,208 | — | $12,208 | — | — |
| 2022 | $12,505 | — | $12,505 | — | — |