Plan Ledger DOL Form 5500 · updated monthly

Data Mortage, Inc401(k)

ESSEX MORTGAGE 401(K) PLAN · ORANGE, CA · plan year 2022

Reported admin expense ratio · 2022
0.54%

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.

Plan summary
Net assets, end of year$4,340,855
Participants with balances94
Active participants187
Employer contributions—
Employee contributions$772,520
Employer contribution per active participant—
Average account balance$46,179
Benefits paid to participants$122,530
Plan auditQualified audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,605
Investment management$12,456
Total administrative$24,061
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,061 · 0.54%
Same employer
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Embroker Inc. CA$4.9M · 0.20%
Dma Claims, Inc. CA$4.9M · 0.53%
Vinci Brands LLC CA$4.4M · 0.08%
Peer Street, Inc. CA$4.3M · 0.19%
Ladera Lending, Inc. CA$3.7M · 1.20%
Mission Loans, LLC CA$3.7M · 0.17%

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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.