# Eustis Mortgage Corporation DC Plan
Source: https://planprovider.pro/companies/eustis-mortgage-corporation-plan-001

> Eustis Mortgage Corporation's DC plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eustis Mortgage Corporation

- **Sponsor EIN:** 720484657

- **Sponsor Address:** 1477 LOUISIANA AVE SUITE 101, NEW ORLEANS, LA, 70115

- **Plan Type:** DC

- **Total Participants:** 139

- **Total Assets:** $10.3M

## 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.|

| 2024|139|$10.3M|$218,314|$971,366|

| 2023|139|$10.8M|$0|$979,696|

| 2022|179|$10.9M|$701,941|$1.5M|

## 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|

| RICHEY MAY & CO., LLP|Auditor|$13,450|—|$13,450|

### Verified Provider Profiles

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

- [RICHEY MAY & CO., LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,450

- **Estimated Expense Ratio:** 0.131% 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|$26,902|$10,412|—|$13,450|—|

| 2023|$454|$6,158|—|—|—|

| 2022|$11,632|$2,709|—|—|—|

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