Original filing (PDF)20250519103540NAL0000699331001

STATEWIDE MORTGAGE LLC

Name: STATEWIDE MORTGAGE LLC — STATEWIDE MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STATEWIDE MORTGAGE LLC

Form 5500-SF

FILING_RECEIVED

STATEWIDE MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATEWIDE MORTGAGE LLC.

Plan sponsor

Name

STATEWIDE MORTGAGE LLC

EIN

27-0012601

Address

10140 LINN STATION RD · LOUISVILLE, KY · 402233813

Phone

(502) 400-2342

Industry

Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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