# Fairway Independent Mortgage Corporation DC Plan
Source: https://planprovider.pro/companies/fairway-independent-mortgage-corporation-plan-002

> Fairway Independent Mortgage Corporation's DC plan: 4,364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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