THE MORTGAGE FIRM, INC. 401(K) PLAN

Plan Contact

  • Address: 921 DOUGLAS AVENUE,,ALTAMONTE SPRINGS,FL
  • Contact person: JEAN MOLONEY
  • Phone: (407) 539-3476

Plan General Information

THE MORTGAGE FIRM, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE MORTGAGE FIRM, INC. 401(K) PLAN is $27,166,613.00.This plan was established in 2004.

THE MORTGAGE FIRM, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE MORTGAGE FIRM, INC. 401(K) PLAN is 611

THE MORTGAGE FIRM, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE MORTGAGE FIRM, INC. 401(K) PLAN is $44,462.00

THE MORTGAGE FIRM, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE MORTGAGE FIRM, INC. 401(K) PLAN is $3,195.00.

THE MORTGAGE FIRM, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE MORTGAGE FIRM, INC. 401(K) PLAN is 5.51%.

THE MORTGAGE FIRM, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE MORTGAGE FIRM, INC. 401(K) PLAN is 23.87%. This measures the effectiveness of the plan participants' investments in the year.

THE MORTGAGE FIRM, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE MORTGAGE FIRM, INC. 401(K) PLAN is 0.05%.

Enrollment Features

THE MORTGAGE FIRM, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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