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 $9.0M in plan assets across 151 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.
First Option 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 First Option Mortgage, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CETERA INVESTMENT ADVISERS, CETERA ADVISORS.
