Plan Snapshot
- Plan Sponsor: Mortgage Express, LLC
- Sponsor EIN: 931296762
- Sponsor Address: 15115 SW SEQUOIA PKWY, PORTLAND, OR, 97224
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 117 | $20.5M | $274,159 | $854,053 |
| 2023 | 106 | $18.0M | $215,809 | $676,795 |
| 2022 | 111 | $14.9M | $272,939 | $973,809 |
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 |
|---|---|---|---|---|
| GEFFEN MESHER & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN MESHER & COMPANY, P.C. — 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 | $81,377 | $67,530 | $13,847 | — | — |
| 2023 | $68,660 | $54,884 | $13,776 | — | — |
| 2022 | $67,974 | $53,052 | $14,922 | — | — |