Data Mortage, Inc401(k)
ESSEX MORTGAGE 401(K) PLAN · ORANGE, CA · plan year 2022
Data Mortage, Inc reported $24,061 in plan administrative expenses for 2022: 0.54% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (7,253rd of 9,483), and 4,493rd of 4,798 in finance & insurance.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 330175937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.