How big is Community Mortgage LLC's plan?

Community Mortgage LLC's plan reported $3.3M in assets and 41 participants for 2024.

Original filing (PDF)20250709101750NAL0012689874001

Community Mortgage LLC

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

Form 5500-SF

FILING_RECEIVED

Community Mortgage 401(k) Plan

401(k) retirement plan · Community Mortgage LLC's Community Mortgage 401(k) Plan held $3.3M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Eric Shultz signed Community Mortgage LLC's 2024 Form 5500 as plan administrator.

Eric Shultz — 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

Community Mortgage LLC's EIN is 20-8763489.

EIN 20-8763489

Plan number 001

Plan year 2024

ACK ID 20250709101750NAL0012689874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community 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 COMMUNITY MORTGAGE LLC.

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Plan health score

Above-average plan

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

Knocking points off