# Sfmc, LP Dba Service First Mortgage Company 401(k) Plan
Source: https://planprovider.pro/companies/sfmc-lp-dba-service-first-mortgage-company-401k-plan

> Sfmc, LP Dba Service First Mortgage Company's 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sfmc, LP Dba Service First Mortgage Company

- **Sponsor EIN:** 752700008

- **Sponsor Address:** 5408 W. PLANO PARKWAY, PLANO, TX, 75093

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

- **Total Participants:** 303

- **Total Assets:** $21.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|303|$21.7M|$185,801|$1.7M|

| 2023|216|$19.3M|$167,051|$1.4M|

| 2022|234|$17.8M|$282,574|$1.9M|

## 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|

| RICHEY MAY & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RICHEY MAY & CO.](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$84,209|$40,544|—|—|—|

| 2023|$81,721|$34,904|—|—|—|

| 2022|$90,444|—|—|—|—|

## Similar Plans

- [Tarantino Properties INC.](https://planprovider.pro/companies/tarantino-properties-inc-401k-plan) — 304 participants

- [Altair Global Services, LLC Dba Altair Global Relo](https://planprovider.pro/companies/altair-global-services-llc-dba-altair-global-relo-401k-plan) — 306 participants

- [Lone Wolf Real Estate Technologies, INC.](https://planprovider.pro/companies/lone-wolf-real-estate-technologies-inc-401k-plan) — 290 participants

- [Billingsley Property Services Ii, INC.](https://planprovider.pro/companies/billingsley-property-services-ii-inc-401k-plan) — 317 participants

- [Endeavor Real Estate Group, Ltd](https://planprovider.pro/companies/endeavor-real-estate-group-ltd-401k-plan) — 243 participants

- [Nations Reliable Lending, LLC](https://planprovider.pro/companies/nations-reliable-lending-llc-401k-plan) — 366 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sfmc-lp-dba-service-first-mortgage-company-401k-plan)

© 2026 PlanProvider.Pro