What public Form 5500 filings show about the First Option Mortgage, LLC 401(k) plan — and how to find and check your own account.
First Option Mortgage, LLC (EIN 68-0570826) reports FIRST OPTION MORTGAGE 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $7.7M in plan assets across 189 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 First Option Mortgage, 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your First Option Mortgage, LLC 401(k).
