Original filing (PDF)20250327095052NAL0028992016001

Central Valley Mortgage Services, Inc.

Name: Central Valley Mortgage Services, Inc. — Form 5500 Plan 002 (2024)
Creator: Central Valley Mortgage Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Central Valley Mortgage Services, Inc. 401(k) Profit Sharing Plan #1

401(k) retirement plan · Central Valley Mortgage Services, Inc.'s Central Valley Mortgage Services, Inc. 401(k) Profit Sharing Plan #1 filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Central Valley Mortgage Services, Inc.'s EIN is 20-8082115.

EIN 20-8082115

Plan number 002

Plan year 2024

ACK ID 20250327095052NAL0028992016001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Central Valley Mortgage Services, Inc.'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 CENTRAL VALLEY MORTGAGE SERVICES, INC..

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