# Equity Prime Mortgage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/equity-prime-mortgage-llc-401k-plan

> Equity Prime Mortgage, LLC's 401(k) plan: 301 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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