# Nations Direct Mortgage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/nations-direct-mortgage-llc-401k-plan

> Nations Direct Mortgage, LLC's 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nations Direct Mortgage, LLC

- **Sponsor EIN:** 208544905

- **Sponsor Address:** 2475 VILLAGE VIEW DRIVE, HENDERSON, NV, 89074

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

- **Total Participants:** 181

- **Total Assets:** $11.6M

## 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|181|$11.6M|$332,625|$1.1M|

| 2023|157|$9.5M|$204,725|$933,383|

| 2022|177|$7.9M|$288,284|$1.3M|

## 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|

| LSL, LLP|Auditor|$15,820|—|$15,820|

### Verified Provider Profiles

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

- [LSL, LLP](https://planprovider.pro/provider/lsl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,820

- **Estimated Expense Ratio:** 0.136% 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|$32,147|$3,306|—|$15,820|—|

| 2023|$28,117|$3,611|—|$11,000|—|

| 2022|$32,547|$3,446|—|—|—|

## Similar Plans

- [Panorama Mortgage Group, LLC](https://planprovider.pro/companies/panorama-mortgage-group-llc-401k-plan) — 224 participants

- [All Western Mortgage](https://planprovider.pro/companies/all-western-mortgage-401k-plan) — 330 participants

- [Apricot Fingers Corp.](https://planprovider.pro/companies/apricot-fingers-corp-plan) — 2 participants

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

© 2026 PlanProvider.Pro