# Movement Mortgage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/movement-mortgage-llc-401k-plan

> Movement Mortgage, LLC's 401(k) plan: 3,711 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Island Capital Group LLC](https://planprovider.pro/companies/island-capital-group-llc-401k-plan) — 105 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/movement-mortgage-llc-401k-plan)

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