Plan Snapshot
- Plan Sponsor: Integrity Home Mortgage
- Sponsor EIN: 550873456
- Sponsor Address: 122 PILOT CIRCLE, WINCHESTER, VA, 22602
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 178 | $9.0M | $251,094 | $1.0M |
| 2023 | 146 | $7.6M | $238,787 | $905,052 |
| 2022 | 123 | $5.8M | $202,519 | $1.0M |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & 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 | $51,972 | $24,758 | $27,214 | — | — |
| 2023 | $52,205 | $15,393 | $36,685 | — | — |
| 2022 | $48,182 | $14,018 | $34,164 | — | — |