Original filing (PDF)20230725172320NAL0013251392001

ENCOMPASS LENDING GROUP, L.P.

Name: ENCOMPASS LENDING GROUP, L.P. — ENCOMPASS LENDING GROUP, L. P. 401(K) P/S PLAN, Form 5500 (2022)
Creator: ENCOMPASS LENDING GROUP, L.P.

Form 5500-SF

FILING_RECEIVED

ENCOMPASS LENDING GROUP, L. P. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENCOMPASS LENDING GROUP, L.P..

Plan sponsor

Name

ENCOMPASS LENDING GROUP, L.P.

EIN

26-2644338

Address

23108 SEVEN MEADOWS PKWY. · STE. 100 · KATY, TX · 77494

Phone

(281) 760-4774

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-30

Filed

2023-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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