How big is VIP Mortgage, Inc.'s plan?

VIP Mortgage, Inc.'s plan reported $2.3M in assets and 23 participants for 2024.

Original filing (PDF)20251014121742NAL0001334659001

VIP Mortgage, Inc.

Name: VIP Mortgage, Inc. — VIP Mortgage 401(k), Form 5500 (2024)
Creator: VIP Mortgage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VIP Mortgage 401(k)

401(k) retirement plan · VIP Mortgage, Inc.'s VIP Mortgage 401(k) held $2.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

VIP Mortgage, Inc.'s EIN is 20-2632644.

EIN 20-2632644

Plan number 001

Plan year 2024

ACK ID 20251014121742NAL0001334659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

VIP Mortgage, Inc.'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 VIP MORTGAGE, INC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

VIP MORTGAGE, INC

EIN

all filings

Address

92 PIAZZA LANE, STE. 100 · COLLEYVILLE, TX · 76034

Phone

(817) 514-0110

Industry

Finance & Insurance

Plan administrator