What public Form 5500 filings show about the Mortgage Options Inc. 401(k) plan — and how to find and check your own account.
Mortgage Options Inc. (EIN 45-2751973) reports MORTGAGE OPTIONS INC 401(K) PLAN on its most recent Form 5500, with $871K in plan assets across 14 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 Options Inc. filing — schedules, fees, and providers.
Mortgage Options 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 Mortgage Options Inc.HR for the recordkeeper’s name and login.
