# Success Mortgage Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/success-mortgage-partners-inc-401k-plan

> Success Mortgage Partners, INC.'s 401(k) plan: 411 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Success Mortgage Partners, INC.

- **Sponsor EIN:** 010759540

- **Sponsor Address:** 1200 S SHELDON RD SUITE 100, PLYMOUTH, MI, 481702187

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

- **Total Participants:** 411

- **Total Assets:** $9.1M

## 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|411|$9.1M|$0|$926,832|

| 2023|410|$8.0M|$0|$946,337|

| 2022|433|$6.8M|$0|$1.7M|

## 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. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RICHEY MAY & CO. LLP](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|$65,683|—|$65,683|—|—|

| 2023|$61,567|—|$61,567|—|—|

| 2022|$67,182|—|$67,182|—|—|

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

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