Original filing (PDF)20250922222332NAL0006124816001

TOP ONE MORTGAGE

Name: TOP ONE MORTGAGE — TOP ONE MORTGAGE DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: TOP ONE MORTGAGE

Form 5500-SF

FILING_RECEIVED

TOP ONE MORTGAGE DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TOP ONE MORTGAGE

EIN

20-8114158

Address

7001 CORPORATE DR., SUITE 100A · HOUSTON, TX · 77036

Phone

(713) 364-7782

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LENDING HEIGHTS LLC

LENDING HEIGHTS 401K PLAN

$563K · 38 participants

ADVANCED HORIZON LENDING

ADVANCED HORIZON LENDING CASH BALANCE PENSION PLAN

$562K · 3 participants

EMPOWER CAPITAL GROUP

EMPOWER CAPITAL GROUP CASH BALANCE PLAN

$561K · 2 participants

CROWN MORTGAGE, LLC

CROWN MORTGAGE, LLC RETIREMENT TRUST

$567K · 4 participants

BLUE HOME LOANS INC.

BLUE HOME LOANS INC. SAFE HARBOR 401K PLAN

$559K · 2 participants