Plan Snapshot
- Plan Sponsor: Mattamy Homes Corporation
- Sponsor EIN: 200629471
- Sponsor Address: 4901 VINELAND ROAD, ORLANDO, FL, 32811
- Plan Type: 401(k)
- Total Participants: 804
- Total Assets: $56.5M
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 | 804 | $56.5M | $2.3M | $7.1M |
| 2023 | 789 | $45.1M | $2.2M | $6.7M |
| 2022 | 814 | $34.6M | $1.9M | $5.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $127,687 | — | $127,687 |
| BANK OF AMERICA NA | INVESTMENT ADVISORY- PLAN | $59,602 | — | $59,602 |
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,289
- Estimated Expense Ratio: 0.332% 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 | $187,289 | $59,602 | — | — | — |
| 2023 | $160,136 | $53,196 | — | — | — |
| 2022 | $150,395 | $100,422 | $49,973 | — | — |