What public Form 5500 filings show about the A&D Mortgage LLC 401(k) plan — and how to find and check your own account.
A&D Mortgage LLC (EIN 80-0832417) reports A&D MORTGAGE LLC on its most recent Form 5500, with $1.6M in plan assets across 175 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full A&D Mortgage LLC filing — schedules, fees, and providers.
A&D Mortgage LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask A&D Mortgage LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): IMPERIAL FUND CAPITAL PARTNERS.
