# Primary Residential Mortgage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/primary-residential-mortgage-inc-401k-plan

> Primary Residential Mortgage, INC.'s 401(k) plan: 1,066 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Primary Residential Mortgage, INC.

- **Sponsor EIN:** 860860478

- **Sponsor Address:** 1480 NORTH 2200 WEST, SALT LAKE CITY, UT, 84116

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

- **Total Participants:** 1,066

- **Total Assets:** $81.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,066|$81.7M|$984,896|$4.5M|

| 2023|1,074|$79.2M|$699,380|$5.0M|

| 2022|2,645|$82.7M|$2.4M|$9.5M|

## 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|

| RH BUCHANAN|NONE|$298,383|—|$298,383|

| EQUITY TRUST COMPANY|NONE|$170,097|—|$170,097|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $468,480

- **Estimated Expense Ratio:** 0.573% 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|$468,480|$298,383|—|—|—|

| 2023|$736,416|$353,863|—|—|—|

| 2022|$802,073|—|—|—|$410,299|

## Similar Plans

- [Crumbl Enterprises, LLC](https://planprovider.pro/companies/crumbl-enterprises-llc-plan-001) — 313 participants

- [Savage Companies](https://planprovider.pro/companies/savage-companies-401k-plan) — 3,575 participants

- [Clyde Companies, INC.](https://planprovider.pro/companies/clyde-companies-inc-401k-plan) — 3,752 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/primary-residential-mortgage-inc-401k-plan)

© 2026 PlanProvider.Pro