# Mortgage Investors Group 401(k) Plan
Source: https://planprovider.pro/companies/mortgage-investors-group-401k-plan

> Mortgage Investors Group's 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mortgage Investors Group

- **Sponsor EIN:** 830310268

- **Sponsor Address:** 8320 E. WALKER SPRINGS LANE, KNOXVILLE, TN, 379233101

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

- **Total Participants:** 269

- **Total Assets:** $30.2M

## 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|269|$30.2M|$0|$1.7M|

| 2023|329|$30.2M|$195|$2.0M|

| 2022|425|$28.5M|$604,768|$2.6M|

## 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|

| RICHEY, MAY & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RICHEY, MAY & CO., LLP](https://planprovider.pro/provider/retirement-plan-consultants) — 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|$193,962|$97,874|$30,975|—|—|

| 2023|$189,408|$85,708|$17,088|—|—|

| 2022|$194,520|$89,267|$105,253|—|—|

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