Plan Snapshot
- Plan Sponsor: Mortgage Lenders Investment Trading Corporation
- Sponsor EIN: 260813134
- Sponsor Address: 1400 SOUTH INTERNATIONAL PKWY, LAKE MARY, FL, 32746
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $2.7M
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 | 310 | $2.7M | $0 | $516,291 |
| 2023 | 201 | $2.1M | $0 | $365,506 |
| 2022 | 172 | $1.7M | $0 | $466,654 |
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 |
|---|---|---|---|---|
| GELLER RAGANS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELLER RAGANS — 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 | $25,593 | — | $25,593 | — | — |
| 2023 | $21,376 | — | $21,376 | — | — |
| 2022 | $26,747 | $8,576 | $18,171 | — | — |