Original filing (PDF)20241127081607NAL0002829827001

Mortgage Advantage Lending, LLC

Name: Mortgage Advantage Lending, LLC — Mortgage Advantage, Form 5500 (2023)
Creator: Mortgage Advantage Lending, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mortgage Advantage Lending, LLC 401(k) P/S Plan

401(k) retirement plan · Mortgage Advantage Lending, LLC's Mortgage Advantage Lending, LLC 401(k) P/S Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

TARA Evans signed Mortgage Advantage Lending, LLC's 2023 Form 5500 as plan administrator.

TARA Evans — 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

Mortgage Advantage Lending, LLC's EIN is 03-0558629.

EIN 03-0558629

Plan number 001

Plan year 2023

ACK ID 20241127081607NAL0002829827001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mortgage Advantage Lending, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mortgage Advantage Lending, 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 MORTGAGE ADVANTAGE LENDING, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score