How big is Statewide Mortgage LLC's plan?

Statewide Mortgage LLC's plan reported $8.5M in assets and 109 participants for 2025.

Original filing (PDF)20260511080050NAL0011533202001

Statewide Mortgage LLC

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

Form 5500-SF

FILING_RECEIVED

Statewide Mortgage LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Statewide Mortgage LLC's Statewide Mortgage LLC 401(k) Profit Sharing Plan & Trust held $8.5M in plan assets for 109 participants in 2025.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Statewide Mortgage LLC's EIN is 27-0012601.

EIN 27-0012601

Plan number 001

Plan year 2025

ACK ID 20260511080050NAL0011533202001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Statewide 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 STATEWIDE 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score