AUMdb

Mortgage 1 Inc. 401(k) P/S Plan

Sponsored by Mortgage 1 Inc. · EIN 383133176 · Plan #001

Total assets
$18.9M
Net assets
$18.9M
Active participants
227
With balances
229

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ameriprise Financial Recordkeeping, Trustee (institutional), Other services $48,472
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $31,002