How big is Strategic Mortgage Finance Group, LLC's plan?

Strategic Mortgage Finance Group, LLC's plan reported $7.0M in assets and 17 participants for 2024.

Original filing (PDF)20250819122627NAL0004283618001

Strategic Mortgage Finance Group, LLC

Name: Strategic Mortgage Finance Group, LLC — Stratmor, Form 5500 (2024)
Creator: Strategic Mortgage Finance Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratmor Profit Sharing Plan

401(k) retirement plan · Strategic Mortgage Finance Group, LLC's Stratmor Profit Sharing Plan held $7.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Strategic Mortgage Finance Group, LLC's EIN is 20-8951400.

EIN 20-8951400

Plan number 002

Plan year 2024

ACK ID 20250819122627NAL0004283618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Mortgage Finance Group, LLC'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 STRATEGIC MORTGAGE FINANCE GROUP, 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