· 2022–2024 · DOL EFAST2
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Original filing (PDF)
20251015125056NAL0006144272001
DSW MORTGAGE, INC.
Form 5500-SF
FILING_RECEIVED
MUTUAL SECURITY MORTGAGE CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 4.5 mo
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
81
/ 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
82
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
Filed 4.5 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DSW MORTGAGE, INC.
.
Find decision makers
Plan sponsor
Name
DSW MORTGAGE, INC.
EIN
27-4550944
Address
1900 9TH ST. #310 · BOULDER, CO · 80302
Phone
(303) 443-5575
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-07-15
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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