Plan Snapshot
- Plan Sponsor: First Continental Mortgage, Ltd.
- Sponsor EIN: 760629353
- Sponsor Address: 6002 ROGERDALE ROAD, SUITE 500, HOUSTON, TX, 77072
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $18.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $18.0M | $562,782 | $1.7M |
| 2023 | 166 | $15.4M | $449,286 | $1.4M |
| 2022 | 162 | $12.3M | $405,681 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $80,126 | — | $80,126 | — | — |
| 2023 | $71,136 | — | $71,136 | — | — |
| 2022 | $67,257 | — | — | — | $67,257 |