Original filing (PDF)20230721101223NAL0002742691001

Podium Mortgage Capital LLC

Name: Podium Mortgage Capital LLC — SPIN-Off Termination, Form 5500 (2022)
Creator: Podium Mortgage Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SPIN-Off Termination Plan for Podium Mortgage Capital LLC

401(k) retirement plan · Podium Mortgage Capital LLC's SPIN-Off Termination Plan for Podium Mortgage Capital LLC filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Colin Thompson signed Podium Mortgage Capital LLC's 2022 Form 5500 as plan administrator.

Colin Thompson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Podium Mortgage Capital LLC's EIN is 33-0865281.

EIN 33-0865281

Plan number 001

Plan year 2022

ACK ID 20230721101223NAL0002742691001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Podium Mortgage Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Podium Mortgage Capital LLC's plan includes 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 PODIUM MORTGAGE CAPITAL LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score