Mortgage Financial Services, LLC401(k)
MORTGAGE FINANCIAL SERVICES 401(K) PLAN · BATON ROUGE, LA · plan year 2023
Mortgage Financial Services, LLC reported $5,206 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. 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 0.11% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Louisiana (586th of 884), and 4,407th of 4,798 in finance & insurance. active participation has shrunk from 145 to 119 since 2022.
Annual cost at the plan's reported 2023 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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 208468035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.