Plan Snapshot
- Plan Sponsor: Movement Mortgage, LLC
- Sponsor EIN: 260595342
- Sponsor Address: 8024 CALVIN HALL ROAD, INDIAN LAND, SC, 297078737
- Plan Type: 401(k)
- Total Participants: 3,711
- Total Assets: $333.9M
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 | 3,711 | $333.9M | $12.1M | $27.0M |
| 2023 | 4,327 | $291.6M | $12.9M | $28.3M |
| 2022 | 4,321 | $229.6M | $13.7M | $31.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $451,329 | — | $423,428 | — | — |
| 2023 | $537,728 | $12,474 | $525,254 | — | — |
| 2022 | $547,695 | $49,883 | $497,812 | — | — |