# Pmi Mortgage Insurance Co. 401(k) Plan
Source: https://planprovider.pro/companies/pmi-mortgage-insurance-co-401k-plan

> Pmi Mortgage Insurance Co.'s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|—|—|—|—|

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