# Sente Mortgage 401(k) Plan
Source: https://planprovider.pro/companies/sente-mortgage-401k-plan

> Sente Mortgage's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Sente Mortgage

- **Sponsor EIN:** 260402100

- **Sponsor Address:** 4520 BURNET RD., AUSTIN, TX, 78756

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

- **Total Participants:** 0

- **Total Assets:** $8.9M

## 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|0|$8.9M|$58,785|$681,977|

| 2023|85|$7.6M|$49,036|$634,717|

| 2022|99|$7.3M|$54,286|$831,275|

## 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|

| PEGGY S EDGE CPA|Auditor|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,000

- **Estimated Expense Ratio:** 0.089% 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|$72,832|—|$60,206|$8,000|—|

| 2023|$61,706|—|$32,736|$7,500|—|

| 2022|$53,435|—|$20,835|—|$32,600|

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