# Mortgage Connect LP 401(k) Plan
Source: https://planprovider.pro/companies/mortgage-connect-lp-401k-plan

> Mortgage Connect LP's 401(k) plan: 897 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mortgage Connect LP

- **Sponsor EIN:** 261671848

- **Sponsor Address:** 600 CLUBHOUSE DRIVE, MOON TOWNSHIP, PA, 15108

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

- **Total Participants:** 897

- **Total Assets:** $16.0M

## 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|897|$16.0M|$218,098|$2.7M|

| 2023|780|$13.0M|$0|$2.6M|

| 2022|886|$12.1M|$1.2M|$4.2M|

## 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|

| SCHNEIDER DOWNS & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — 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|$134,060|$68,117|—|—|—|

| 2023|$165,441|$59,055|—|—|—|

| 2022|$229,008|$58,048|—|—|$170,960|

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

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