· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MCCUE MORTGAGE CO., INC. — MCCUE MORTGAGE CO., INC. SAVINGS & PROTECTION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630140549NAL0016506032001
MCCUE MORTGAGE CO., INC.
Form 5500-SF
FILING_RECEIVED
MCCUE MORTGAGE CO., INC. SAVINGS & PROTECTION PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
24
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCCUE MORTGAGE CO., INC.
.
Find decision makers
Plan sponsor
Name
MCCUE MORTGAGE CO., INC.
EIN
06-0643815
Address
ONE LIBERTY SQUARE · PO BOX 1000 · NEW BRITAIN, CT · 06050
Phone
(860) 224-2683
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
FAIRWAY AMERICA, LLC
FAIRWAY AMERICA, LLC 401K PLAN
$4.1M · 25 participants
ELE, INC.
ELE, INC. PENSION PLAN
$4.1M · 3 participants
AMERICAN MORTGAGE SERVICE COMPANY
AMERICAN MORTGAGE SERVICE COMPANY SAVINGS AND RETIREMENT PLAN AND TRUST
$4.1M · 19 participants
MLB RESIDENTIAL LENDING, LLC
MLB RESIDENTIAL LENDING 401(K) PLAN
$4.2M · 116 participants
BIMINI CAPITAL MANAGEMENT, INC.
BIMINI CAPITAL MANAGEMENT, INC. 401(K) PLAN
$4.2M · 10 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GREENWAY MORTGAGE FUNDING CORP.
GREENWAY MORTGAGE FUNDING CORP. 401(K) PLAN
$4.1M · 30 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
