# Mortgage Lenders Investment Trading Corporation 401(k) Plan
Source: https://planprovider.pro/companies/mortgage-lenders-investment-trading-corporation-401k-plan

> Mortgage Lenders Investment Trading Corporation's 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CERTIFIED BENEFITS CORP|TPA AND RK|$14,615|—|$14,615|

| CERTIFIED ADVISORY CORP|INVESTMENT ADVISOR|$10,978|—|$10,978|

| GELLER RAGANS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CERTIFIED ADVISORY CORP](https://planprovider.pro/provider/certified-advisory-corp) — INVESTMENT ADVISOR

- [GELLER RAGANS](https://planprovider.pro/provider/gellerragans) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,593

- **Estimated Expense Ratio:** 0.966% of plan assets

### 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|—|—|

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