Plan Snapshot
- Plan Sponsor: Mortgage Research Center LLC
- Sponsor EIN: 431965151
- Sponsor Address: 1400 FORUM BLVD, COLUMBIA, MO, 65203
- Plan Type: 401(k)
- Total Participants: 4,232
- Total Assets: $484.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,232 | $484.6M | $19.9M | $32.3M |
| 2023 | 4,282 | $397.0M | $8.3M | $31.5M |
| 2022 | 4,928 | $315.4M | $8.4M | $34.6M |
| 2019 | 3,100 | $152.0M | $0 | $0 |
| 2018 | 2,364 | $98.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.004% 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 | $649,798 | $98,000 | — | $21,000 | — |
| 2023 | $625,722 | — | — | — | — |
| 2022 | $659,311 | — | — | — | $659,311 |
| 2019 | $430,047 | — | — | — | $430,047 |
| 2018 | $369,194 | — | — | — | $369,194 |