Original filing (PDF)20251015124919NAL0009314530001

DATA MORTAGE, INC

Name: DATA MORTAGE, INC — ESSEX MORTGAGE 401(K) PLAN, Form 5500 (2024)
Creator: DATA MORTAGE, INC

Form 5500-SF

FILING_RECEIVED

ESSEX MORTGAGE 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

183

Accounts w/ balance

119

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 DATA MORTAGE, INC.

Plan sponsor

Name

DATA MORTAGE, INC

EIN

33-0175937

Address

2100 W. ORANGEWOOD · AVE #180 · ORANGE, CA · 92868

Phone

(714) 935-2581

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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