# Private National Mortgage Acceptance Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/private-national-mortgage-acceptance-company-llc-401k-plan

> Private National Mortgage Acceptance Company LLC's 401(k) plan: 4,147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Private National Mortgage Acceptance Company LLC

- **Sponsor EIN:** 261740587

- **Sponsor Address:** 6101 CONDOR DRIVE, MOORPARK, CA, 93021

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

- **Total Participants:** 4,147

- **Total Assets:** $338.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|4,147|$338.0M|$12.4M|$28.0M|

| 2023|3,860|$278.3M|$12.5M|$27.2M|

| 2022|4,117|$215.8M|$14.0M|$32.4M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$170,548|—|$170,548|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$135,110|—|$135,110|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $305,658

- **Estimated Expense Ratio:** 0.090% 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|$305,483|$170,548|$1,500|—|—|

| 2023|$253,347|$137,348|—|—|—|

| 2022|$330,487|$112,896|—|—|—|

## Similar Plans

- [New American Funding, LLC](https://planprovider.pro/companies/new-american-funding-llc-401k-plan) — 4,347 participants

- [Cmg Mortgage, INC. Dba Cmg Financial](https://planprovider.pro/companies/cmg-mortgage-inc-401k-plan) — 3,748 participants

- [Loandepot.Com, LLC](https://planprovider.pro/companies/loandepot-llc-401k-plan) — 4,828 participants

- [Guild Mortgage Company LLC](https://planprovider.pro/companies/guild-mortgage-company-llc-401k-plan) — 5,083 participants

- [American Pacific Mortgage Corporation](https://planprovider.pro/companies/american-pacific-mortgage-corporation-401k-plan) — 2,801 participants

- [Carrington Holding Company, LLC](https://planprovider.pro/companies/carrington-holding-company-llc-401k-plan) — 2,646 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/private-national-mortgage-acceptance-company-llc-401k-plan)

© 2026 PlanProvider.Pro