How big is Courtesy Mortgage Company's plan?

Courtesy Mortgage Company's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250718181639NAL0003355552001

Courtesy Mortgage Company

Name: Courtesy Mortgage Company — Courtesy Mortgage, Form 5500 (2024)
Creator: Courtesy Mortgage Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Courtesy Mortgage Company 401(k) Plan

401(k) retirement plan · Courtesy Mortgage Company's Courtesy Mortgage Company 401(k) Plan held $2.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Courtesy Mortgage Company's EIN is 33-0766031.

EIN 33-0766031

Plan number 001

Plan year 2024

ACK ID 20250718181639NAL0003355552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Courtesy Mortgage Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Courtesy Mortgage Company'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 COURTESY MORTGAGE COMPANY.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

COURTESY MORTGAGE COMPANY

EIN

all filings

Address

2615 CAMINO DEL RIO SOUTH SUITE 200 · SAN DIEGO, CA · 92108

Phone

(619) 296-5881

Industry

Finance & Insurance

Plan administrator