Plan Snapshot
- Plan Sponsor: Fairway Independent Mortgage Corporation
- Sponsor EIN: 760503625
- Sponsor Address: 4750 S BILTMORE LANE, MADISON, WI, 53718
- Plan Type: DC
- Total Participants: 4,364
- Total Assets: $122.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,364 | $122.5M | $0 | $0 |
| 2023 | 5,171 | $106.6M | $9.3M | $0 |
| 2022 | 7,342 | $122.2M | $13.6M | $0 |
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 AND CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY AND 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 |
|---|---|---|---|---|---|
| 2024 | $333,855 | — | $307,240 | — | — |
| 2023 | $413,889 | — | $346,365 | — | — |
| 2022 | $320,963 | — | $320,912 | — | — |