Plan Snapshot
- Plan Sponsor: Pmi Mortgage Insurance Co.
- Sponsor EIN: 942208266
- Sponsor Address: 3003 OAK ROAD, SUITE 300, WALNUT CREEK, CA, 94597
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $38.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 8 | $38.6M | $58,941 | $190,768 |
| 2023 | 8 | $36.5M | $55,863 | $187,214 |
| 2022 | 8 | $35.8M | $56,651 | $193,648 |
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 |
|---|---|---|---|---|
| WITHUM SMITH + BROWN, PC | Auditor | $840 | — | $840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH + BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $840
- Estimated Expense Ratio: 0.002% 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 | $29,393 | — | — | $840 | — |
| 2023 | $17,625 | — | — | $17,500 | — |
| 2022 | $15,950 | — | — | — | — |