# Total Mortgage Services, L.L.C 401(k) Plan
Source: https://planprovider.pro/companies/total-mortgage-services-l-l-c-401k-plan

> Total Mortgage Services, L.L.C's 401(k) plan: 426 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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