Plan Snapshot
- Plan Sponsor: Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company
- Sponsor EIN: 364485107
- Sponsor Address: 1051 PERIMETER DR STE 670, SCHAUMBURG, IL, 601735833
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $1,004 |
| 2024 | 18 | $2.4M | $8,671 | $92,268 |
| 2023 | 47 | $3.0M | $72,891 | $381,640 |
| 2022 | 169 | $3.1M | $679,953 | $1.3M |
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 — 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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $27,094 | — | $27,094 | — | — |
| 2023 | $32,500 | — | $32,500 | — | — |
| 2022 | $56,407 | — | $56,407 | — | — |