Plan Snapshot
- Plan Sponsor: Mutual Of Omaha Mortgage, INC.
- Sponsor EIN: 461728831
- Sponsor Address: 3131 CAMINO DEL RIO NORTH, SAN DIEGO, CA, 92108
- Plan Type: 401(k)
- Total Participants: 1,340
- Total Assets: $67.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,340 | $67.9M | $2.7M | $7.7M |
| 2023 | 1,215 | $54.1M | $2.3M | $6.8M |
| 2022 | 1,103 | $40.8M | $2.7M | $7.6M |
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 |
|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | INVESTMENT/FINANCIAL ADVI | $112,640 | — | $112,640 |
| ADP, INC. | RECORD KEEPER | $26,721 | — | $26,721 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ACCELERATE INVESTMENT ADVISORS LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,361
- Estimated Expense Ratio: 0.205% 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 | $147,785 | $113,690 | — | — | — |
| 2023 | $119,022 | $89,429 | — | — | — |
| 2022 | $109,332 | — | — | — | — |