# Us Mortgage Corporation 401(k) Plan
Source: https://planprovider.pro/companies/us-mortgage-corporation-401k-plan

> Us Mortgage Corporation's 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Us Mortgage Corporation

- **Sponsor EIN:** 113198028

- **Sponsor Address:** 201 OLD COUNTRY RD, MELVILLE, NY, 117472799

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

- **Total Participants:** 257

- **Total Assets:** $7.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|257|$7.5M|$1,411|$1.0M|

| 2023|278|$6.6M|$92,172|$923,938|

| 2022|330|$5.1M|$123,285|$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|

| CATHEDRAL CPAS & ADVISORS, LLP|Auditor|$11,500|—|$11,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,500

- **Estimated Expense Ratio:** 0.154% of plan assets

### 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|$46,726|$13,428|$20,938|$11,500|—|

| 2023|$44,629|$10,527|$33,242|—|—|

| 2022|$31,861|$9,567|$22,294|—|—|

## Similar Plans

- [Reliance First Capital, LLC](https://planprovider.pro/companies/reliance-first-capital-llc-401k-plan) — 262 participants

- [Homestead Funding Corp.](https://planprovider.pro/companies/homestead-funding-corp-401k-plan) — 271 participants

- [The Community Preservation Corporation](https://planprovider.pro/companies/the-community-preservation-corporation-401k-plan) — 218 participants

- [Premium Mortgage Corporation](https://planprovider.pro/companies/premium-mortgage-corporation-401k-plan) — 195 participants

- [Fm Home Loans](https://planprovider.pro/companies/fm-home-loans-401k-plan) — 156 participants

- [Contour Mortgage Corporation](https://planprovider.pro/companies/contour-mortgage-corporation-plan) — 362 participants

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

© 2026 PlanProvider.Pro