# Mortgage Assets Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mortgage-assets-management-llc-plan

> Mortgage Assets Management, LLC's 401(k) plan: 6 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Mortgage Assets Management, LLC

- **Sponsor EIN:** 301005971

- **Sponsor Address:** 12345 NORTH LAMAR BLVD, SUITE 125, AUSTIN, TX, 78753

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

- **Total Participants:** 6

- **Total Assets:** $4.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|6|$4.5M|$29,308|$76,220|

| 2022|7|$6.5M|$212,707|$484,129|

## 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|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

| 2023|$31,917|$24,000|—|—|—|

| 2022|$32,022|$24,000|—|—|—|

## Similar Plans

- [New Day Asset Management, INC.](https://planprovider.pro/companies/new-day-asset-management-inc-plan) — 7 participants

- [Jim & Kristi Graves, INC.](https://planprovider.pro/companies/jim-kristi-graves-inc-401k-plan) — 1 participants

- [Frisco Capital Corporation](https://planprovider.pro/companies/frisco-capital-corporation-plan) — 0 participants

- [Inconceivable INC.](https://planprovider.pro/companies/inconceivable-inc-401k-plan) — 0 participants

- [Banner Oak Capital Partners, LP](https://planprovider.pro/companies/banner-oak-capital-partners-lp-401k-plan) — 13 participants

- [Cim Sba Staffing, LLC](https://planprovider.pro/companies/cim-sba-staffing-llc-401k-plan) — 17 participants

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

© 2026 PlanProvider.Pro