How big is Affordable Mortgage Advisors, LLC's plan?

Affordable Mortgage Advisors, LLC's plan reported $3.5M in assets and 114 participants for 2024.

Original filing (PDF)20250813101716NAL0008029875001

Affordable Mortgage Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Holland Mortgage Advisor, LLC 401(k) Plan

401(k) retirement plan · Affordable Mortgage Advisors, LLC's Holland Mortgage Advisor, LLC 401(k) Plan held $3.5M in plan assets for 114 participants in 2024.

Active participants

114

Accounts w/ balance

114

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Affordable Mortgage Advisors, LLC's EIN is 20-1830388.

EIN 20-1830388

Plan number 001

Plan year 2024

ACK ID 20250813101716NAL0008029875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off