Intercoastal Mortgage, LLC401(k)
INTERCOASTAL MORTGAGE 401(K) PLAN · FAIRFAX, VA · plan year 2024
Intercoastal Mortgage, LLC reported $60,463 in plan administrative expenses for 2024: 0.45% 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.
Across the 2 years on file its reported administrative ratio fell from 0.57% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Virginia (1,188th of 2,266), and 3,507th of 4,798 in finance & insurance. active participation has shrunk from 218 to 179 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Intercoastal Mortgage, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 521597440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.