Plan Snapshot
- Plan Sponsor: Equity Prime Mortgage, LLC
- Sponsor EIN: 262053389
- Sponsor Address: 5 CONCOURSE PARKWAY, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $5.6M
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 | 301 | $5.6M | $0 | $829,141 |
| 2023 | 250 | $5.8M | -$12,595 | $789,332 |
| 2022 | 316 | $6.3M | $510,707 | $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 |
|---|---|---|---|---|
| KELLEY,SAMMONS,TOOLE & ELLISON, LLP | 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 | $55,790 | $28,027 | $9,150 | — | — |
| 2023 | $77,961 | $29,816 | $22,084 | — | — |
| 2022 | $57,743 | — | — | — | $57,743 |