# Town Square Mortgage & Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/town-square-mortgage-investments-llc-401k-plan

> Town Square Mortgage & Investments, LLC's 401(k) plan: 56 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Town Square Mortgage & Investments, LLC

- **Sponsor EIN:** 582307082

- **Sponsor Address:** 17300 DALLAS PARKWAY, SUITE 1030, DALLAS, TX, 75248

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

- **Total Participants:** 56

- **Total Assets:** $6.9M

## 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.|

| 2023|56|$6.9M|$87,299|$856,014|

| 2022|191|$5.6M|$176,613|$1.2M|

## 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|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — 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|

| 2023|$42,192|—|$42,192|—|—|

| 2022|$37,600|—|$37,600|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/town-square-mortgage-investments-llc-401k-plan)

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