How big is Security Home Mortgage, LLC's plan?

Security Home Mortgage, LLC's plan reported $7.2M in assets and 54 participants for 2024.

Original filing (PDF)20251010105451NAL0007550689001

Security Home Mortgage, LLC

Name: Security Home Mortgage, LLC — Security Home, Form 5500 (2024)
Creator: Security Home Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Security Home Mortgage, LLC 401(k) Plan

401(k) retirement plan · Security Home Mortgage, LLC's Security Home Mortgage, LLC 401(k) Plan held $7.2M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Jared HEAL signed Security Home Mortgage, LLC's 2024 Form 5500 as plan administrator.

Jared HEAL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Security Home Mortgage, LLC's EIN is 01-0831459.

EIN 01-0831459

Plan number 001

Plan year 2024

ACK ID 20251010105451NAL0007550689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Security Home Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Security Home Mortgage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURITY HOME MORTGAGE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off