# Atlantic Coast Mortgage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/atlantic-coast-mortgage-llc-401k-plan

> Atlantic Coast Mortgage, LLC's 401(k) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atlantic Coast Mortgage, LLC

- **Sponsor EIN:** 611645461

- **Sponsor Address:** 4097 MONUMENT CORNER DRIVE, STE 600, FAIRFAX, VA, 22030

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

- **Total Participants:** 271

- **Total Assets:** $33.7M

## 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|271|$33.7M|$953,518|$2.7M|

| 2023|274|$27.4M|$694,733|$2.5M|

| 2022|306|$20.5M|$913,316|$2.5M|

## 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|

| SENTINEL BENEFITS GROUP, LLC|N/A|$49,093|—|$49,093|

| LION STREET ADVISORS, LLC|N/A|$44,000|—|$44,000|

| YOUNT, HYDE, BARBOUR, P.C.|N/A|$17,250|—|$17,250|

| MID ATLANTIC CAPITAL CORPORATION|N/A|$11,616|—|$11,616|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — N/A

- [LION STREET ADVISORS, LLC](https://planprovider.pro/provider/lion-street) — N/A

- [YOUNT, HYDE, BARBOUR, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — N/A

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,959

- **Estimated Expense Ratio:** 0.362% 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|$121,958|$44,000|—|$17,250|—|

| 2023|$102,526|$43,210|—|$5,000|—|

| 2022|$104,351|$41,182|—|—|$63,169|

## Similar Plans

- [Alcova Mortgage LLC](https://planprovider.pro/companies/alcova-mortgage-llc-401k-plan) — 464 participants

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

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