Plan Snapshot
- Plan Sponsor: Interlinc Mortgage Services, LLC
- Sponsor EIN: 270349391
- Sponsor Address: 5875 NORTH SAM HOUSTON PARKWAY, SUI, HOUSTON, TX, 77086
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $12.5M
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 | 153 | $12.5M | $0 | $1.1M |
| 2023 | 207 | $12.8M | $0 | $1.4M |
| 2022 | 226 | $12.8M | $0 | $2.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK | Auditor | — | — | $0 |
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 | $95,853 | $30,578 | — | — | — |
| 2023 | $96,476 | $31,222 | — | — | — |
| 2022 | $112,565 | $35,872 | $76,693 | — | — |