What public Form 5500 filings show about the E Mortgage Funding, LLC 401(k) plan — and how to find and check your own account.
E Mortgage Funding, LLC (EIN 46-2337736) reports E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.9M in plan assets across 226 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 E Mortgage Funding, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your E Mortgage Funding, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, ADP BROKER-DEALER.
