# Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans 401(k) Plan
Source: https://planprovider.pro/companies/calcon-mutual-mortgage-llc-dba-onetrust-home-loans-401k-plan

> Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans's 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans

- **Sponsor EIN:** 770717225

- **Sponsor Address:** 3838 CAMINO DEL RIO NORTH, SAN DIEGO, CA, 92108

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

- **Total Participants:** 334

- **Total Assets:** $16.8M

## 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|334|$16.8M|$389,596|$2.2M|

| 2023|269|$11.9M|$266,664|$1.4M|

| 2022|348|$9.1M|$290,897|$1.4M|

## 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|

| WCG WEALTH ADVISORS, LLC|RIA, RI, IA|$72,404|—|$72,404|

| WONG JOHNSON & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WONG JOHNSON & ASSOCIATES](https://planprovider.pro/provider/wong-johnson-and-associates-apc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,404

- **Estimated Expense Ratio:** 0.432% 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|$118,243|$35,040|$10,800|—|—|

| 2023|$84,289|$52,381|$5,725|—|—|

| 2022|$72,586|$44,092|$21,544|—|$6,950|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/calcon-mutual-mortgage-llc-dba-onetrust-home-loans-401k-plan)

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