How big is Top One Mortgage's plan?

Top One Mortgage's plan reported $1.6M in assets and 15 participants for 2024.

Original filing (PDF)20250812220158NAL0023844002001

Top One Mortgage

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

Form 5500-SF

FILING_RECEIVED

Top One Mortgage 401(k) Plan

401(k) retirement plan · Top One Mortgage's Top One Mortgage 401(k) Plan held $1.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Top One Mortgage's EIN is 20-8114158.

EIN 20-8114158

Plan number 002

Plan year 2024

ACK ID 20250812220158NAL0023844002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Top One Mortgage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score