How big is Educated Mortgage Services, LLC's plan?

Educated Mortgage Services, LLC's plan reported $2.7M in assets and 6 participants for 2025.

Original filing (PDF)20260515093053NAL0018259490001

Educated Mortgage Services, LLC

Name: Educated Mortgage Services, LLC — Educated Mortgage, Form 5500 (2025)
Creator: Educated Mortgage Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Educated Mortgage Services, LLC 401(k) PS Plan

401(k) retirement plan · Educated Mortgage Services, LLC's Educated Mortgage Services, LLC 401(k) PS Plan held $2.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Daniel O'BRIEN signed Educated Mortgage Services, LLC's 2025 Form 5500 as plan administrator.

Daniel O'BRIEN — 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

Educated Mortgage Services, LLC's EIN is 20-8380420.

EIN 20-8380420

Plan number 001

Plan year 2025

ACK ID 20260515093053NAL0018259490001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Educated Mortgage Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

EDUCATED MORTGAGE SERVICES, LLC

EIN

all filings

Address

5315 WALL ST STE 270 · MADISON, WI · 53718

Phone

(608) 834-5000

Industry

Finance & Insurance

Plan administrator