Plan Snapshot
- Plan Sponsor: Mortgagestar LLC
- Sponsor EIN: 833444224
- Sponsor Address: 4550 MONTGOMERY AVE SUITE 115N, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.4M
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. |
|---|
| 2025 | 9 | $1.4M | $35,689 | $118,270 |
| 2024 | 8 | $952,930 | $36,030 | $113,479 |
| 2023 | 7 | $717,308 | $88,509 | $105,583 |
| 2022 | 9 | $417,833 | $29,126 | $103,105 |