Plan Snapshot
- Plan Sponsor: Total Mortgage Services, L.L.C
- Sponsor EIN: 061484285
- Sponsor Address: 185 PLAINS ROAD, MILFORD, CT, 06461
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $16.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 426 | $16.0M | $96,068 | $1.9M |
| 2023 | 398 | $12.9M | $211,192 | $1.4M |
| 2022 | 375 | $10.3M | $284,518 | $1.6M |
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 |
|---|---|---|---|---|
| CATHEDRAL CPAS AND ADVISORS, LLP | Auditor | — | — | $0 |
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 | $60,240 | $35,464 | — | — | — |
| 2023 | $31,339 | $16,372 | — | — | — |
| 2022 | $77,611 | — | — | — | $77,611 |