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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

THE MORTGAGE FIRM, INC. 401(k) Plan

What public Form 5500 filings show about the THE MORTGAGE FIRM, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$31.2M
Participants
327
Plans on file
1

The THE MORTGAGE FIRM, INC. 401(k) on its latest Form 5500

THE MORTGAGE FIRM, INC. (EIN 59-3345547) reports THE MORTGAGE FIRM, INC. 401(K) PLAN on its most recent Form 5500, with $31.2M in plan assets across 327 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 THE MORTGAGE FIRM, INC. filing — schedules, fees, and providers.

Who runs the THE MORTGAGE FIRM, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE MORTGAGE FIRM, INC. 401(k).

How to check your THE MORTGAGE FIRM, INC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask THE MORTGAGE FIRM, 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: THE MORTGAGE FIRM, INC. — all Form 5500 filings (EIN 59-3345547) · Florida employer EIN lookup · Form 5500 search
THE MORTGAGE FIRM, INC. 401(k) Plan — Form 5500