How big is True Mortgage's plan?

True Mortgage's plan reported $81K in assets and 4 participants for 2025.

Original filing (PDF)20260416144101NAL0022600224001

True Mortgage

Name: True Mortgage — True Mortgage 401(k) Plan, Form 5500 (2025)
Creator: True Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True Mortgage 401(k) Plan

401(k) retirement plan · True Mortgage's True Mortgage 401(k) Plan held $81K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

Alicia Horne signed True Mortgage's 2025 Form 5500 as plan administrator.

Alicia Horne — 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

True Mortgage's EIN is 20-4170875.

EIN 20-4170875

Plan number 001

Plan year 2025

ACK ID 20260416144101NAL0022600224001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for True Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

True Mortgage'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 TRUE MORTGAGE.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TRUE MORTGAGE

EIN

all filings

Address

6883 W LAREDO ST · CHANDLER, AZ · 85226

Phone

(602) 689-1202

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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