# Nationwide Mortgage Bankers In DC Plan
Source: https://planprovider.pro/companies/nationwide-mortgage-bankers-in-plan

> Nationwide Mortgage Bankers In's DC plan: 458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nationwide Mortgage Bankers In

- **Sponsor EIN:** 452969502

- **Sponsor Address:** 3 HUNTINGTON QUADRANGLE, MELVILLE, NY, 11747

- **Plan Type:** DC

- **Total Participants:** 458

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|458|$11.5M|$0|$1.8M|

| 2023|494|$8.5M|$0|$1.5M|

| 2022|540|$6.4M|$0|$1.7M|

## 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|

| THE PINNACLE FINANCIAL GROUP|ADVISOR|$42,340|—|$42,340|

| PAYCHEX, INC.|RECORDKEEPER|$26,003|—|$26,003|

| CATHEDRAL CPAS AND ADVISORS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,343

- **Estimated Expense Ratio:** 0.593% 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|$72,914|$46,647|$25,407|—|—|

| 2023|$57,103|$34,323|$21,920|—|—|

| 2022|$43,969|$24,956|$19,013|—|—|

## Similar Plans

- [Contour Mortgage Corporation](https://planprovider.pro/companies/contour-mortgage-corporation-plan) — 362 participants

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