MORTGAGE INVESTORS GROUP 401(k) Plan
What public Form 5500 filings show about the MORTGAGE INVESTORS GROUP 401(k) plan — and how to find and check your own account.
The MORTGAGE INVESTORS GROUP 401(k) on its latest Form 5500
MORTGAGE INVESTORS GROUP (EIN 83-0310268) reports MORTGAGE INVESTORS GROUP 401(K) RETIREMENT PLAN on its most recent Form 5500, with $30.2M in plan assets across 269 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 MORTGAGE INVESTORS GROUP filing — schedules, fees, and providers.
Who runs the MORTGAGE INVESTORS GROUP 401(k)?
MORTGAGE INVESTORS GROUP’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 MORTGAGE INVESTORS GROUPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RATHER & KITTRELL CAPITAL MGNT, TENNESSEE PENSION ADMINISTRATORS, AMERICAN TRUST.
How to check your MORTGAGE INVESTORS GROUP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MORTGAGE INVESTORS GROUP 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).