# National Mortgage & Finance Co Ltd 401(k) Plan
Source: https://planprovider.pro/companies/national-mortgage-finance-co-ltd-401k-plan

> National Mortgage & Finance Co Ltd's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Mortgage & Finance Co Ltd

- **Sponsor EIN:** 990049850

- **Sponsor Address:** P.O. BOX 38078, HONOLULU, HI, 968371078

- **Plan Type:** 401(k)

- **Total Participants:** 88

- **Total Assets:** $14.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|88|$14.5M|$560,505|$594,428|

| 2023|101|$13.1M|$570,417|$601,634|

| 2022|102|$11.1M|$507,726|$569,741|

## 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|

| KMH, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KMH, LLP](https://planprovider.pro/provider/kmh-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|$34,383|—|—|—|—|

| 2023|$31,852|—|—|—|—|

| 2022|$38,332|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-mortgage-finance-co-ltd-401k-plan)

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