# Intercoastal Mortgage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/intercoastal-mortgage-llc-401k-plan

> Intercoastal Mortgage, LLC's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intercoastal Mortgage, LLC

- **Sponsor EIN:** 521597440

- **Sponsor Address:** 11325 RANDOM HILLS RD, #600, FAIRFAX, VA, 22030

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $14.9M

## 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|179|$14.9M|$0|$1.5M|

| 2023|179|$12.2M|$62,197|$1.6M|

| 2022|218|$10.5M|$1.1M|$2.5M|

## 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|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|$9,500|—|$9,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,500

- **Estimated Expense Ratio:** 0.064% 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|$60,463|$27,311|—|$9,500|—|

| 2023|$61,633|$26,260|—|$9,000|—|

| 2022|$59,235|—|—|—|—|

## Similar Plans

- [Integrity Home Mortgage](https://planprovider.pro/companies/integrity-home-mortgage-401k-plan) — 178 participants

- [Southern Trust Mortgage, LLC](https://planprovider.pro/companies/southern-trust-mortgage-llc-401k-plan) — 181 participants

- [First Savings Mortgage Corporation](https://planprovider.pro/companies/first-savings-mortgage-corporation-401k-plan) — 153 participants

- [C&F Mortgage Corporation](https://planprovider.pro/companies/c-f-mortgage-corporation-401k-plan) — 140 participants

- [Atlantic Coast Mortgage, LLC](https://planprovider.pro/companies/atlantic-coast-mortgage-llc-401k-plan) — 271 participants

- [Capital Center, LLC](https://planprovider.pro/companies/capital-center-llc-401k-plan) — 85 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/intercoastal-mortgage-llc-401k-plan)

© 2026 PlanProvider.Pro