How big is Stewardship Mortgage, LLC's plan?

Stewardship Mortgage, LLC's plan reported $1.1M in assets and 13 participants for 2024.

Original filing (PDF)20250724153837NAL0005748145007

Stewardship Mortgage, LLC

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

Form 5500-SF

FILING_RECEIVED

Stewardship 401(k) Plan

401(k) retirement plan · Stewardship Mortgage, LLC's Stewardship 401(k) Plan held $1.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

JAKE Norton signed Stewardship Mortgage, LLC's 2024 Form 5500 as plan administrator.

JAKE Norton — 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

Stewardship Mortgage, LLC's EIN is 20-8696136.

EIN 20-8696136

Plan number 001

Plan year 2024

ACK ID 20250724153837NAL0005748145007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stewardship Mortgage, LLC'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 STEWARDSHIP MORTGAGE, 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