# Mortgage Express, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mortgage-express-llc-401k-plan

> Mortgage Express, LLC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/geffen-mesher-and-company-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|

| 2024|$81,377|$67,530|$13,847|—|—|

| 2023|$68,660|$54,884|$13,776|—|—|

| 2022|$67,974|$53,052|$14,922|—|—|

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

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