Plan Ledger DOL Form 5500 · updated monthly

Interlinc Mortgage Services, LLC401(k)

INTERLINC MORTGAGE SERVICES, LLC 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.78%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Interlinc Mortgage Services, LLC reported $112,565 in plan administrative expenses for 2022: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 per active participant. 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 3 years on file its reported administrative ratio has held roughly steady near 0.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,679th-largest of 5,688 plans among Texas employers on file, and 3,702nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$12,826,891
Participants with balances343
Active participants226
Employer contributions$0
Employee contributions$2,440,110
Employer contribution per active participant$0
Average account balance$37,396
Benefits paid to participants$2,698,954
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 219 accts
2023$12.8M · 278 accts
2022$12.8M · 343 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$76,693
Investment management$35,872
Total administrative$112,565
The Interlinc Mortgage Services, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Interlinc Mortgage Services, LLC's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 history3
2024$95,853 · 0.76%
2023$96,476 · 0.75%
2022$112,565 · 0.78%
Same employer
Similar plansFinance & Insurance · Texas
Ltct Holdings LLC TX$13.4M · 1.07%
Rio Bank TX$12.9M · 0.66%
Fc&S Insurance Agency TX$12.8M · 0.00%
Basin Holdings LLC TX$12.7M · 0.62%
Risk Theory Management, LLC TX$12.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270349391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.