Plan Snapshot
- Plan Sponsor: Plaza Home Mortgage, INC.
- Sponsor EIN: 330941669
- Sponsor Address: 9808 SCRANTON ROAD, #3000, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 436
- Total Assets: $44.1M
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 | 436 | $44.1M | $447,863 | $2.4M |
| 2023 | 403 | $39.4M | $169,965 | $2.2M |
| 2022 | 428 | $35.4M | $746,781 | $2.9M |
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 |
|---|---|---|---|---|
| CWDL | Auditor | — | — | $0 |
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 | $95,768 | $91,145 | — | — | — |
| 2023 | $138,187 | $78,010 | — | — | — |
| 2022 | $204,158 | $159,772 | $43,428 | — | — |