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Journey Mortgage Advisors, Inc. 401(k) Plan

What public Form 5500 filings show about the Journey Mortgage Advisors, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$1.2M
Participants
6
Plans on file
1

The Journey Mortgage Advisors, Inc. 401(k) on its latest Form 5500

Journey Mortgage Advisors, Inc. (EIN 83-3563631) reports JOURNEY MORTGAGE ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 6 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 Journey Mortgage Advisors, Inc. filing — schedules, fees, and providers.

Who runs the Journey Mortgage Advisors, Inc. 401(k)?

Journey Mortgage Advisors, Inc.’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 Journey Mortgage Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your Journey Mortgage Advisors, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Journey Mortgage Advisors, Inc. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: Journey Mortgage Advisors, Inc. — all Form 5500 filings (EIN 83-3563631) · California employer EIN lookup · Form 5500 search
Journey Mortgage Advisors, Inc. 401(k) Plan — Form 5500