How big is Philly Mortgage Brokers LLC's plan?

Philly Mortgage Brokers LLC's plan reported $457K in assets and 6 participants for 2025.

Original filing (PDF)20260409220104NAL0010817729038

Philly Mortgage Brokers LLC

Name: Philly Mortgage Brokers LLC — Philly Mortgage, Form 5500 (2025)
Creator: Philly Mortgage Brokers LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philly Mortgage Brokers 401(k) Plan

401(k) retirement plan · Philly Mortgage Brokers LLC's Philly Mortgage Brokers 401(k) Plan held $457K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

People on this filing

Elantha Barry signed Philly Mortgage Brokers LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Philly Mortgage Brokers LLC's EIN is 33-1991892.

EIN 33-1991892

Plan number 001

Plan year 2025

ACK ID 20260409220104NAL0010817729038

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Philly Mortgage Brokers LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Philly Mortgage Brokers LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLY MORTGAGE BROKERS 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 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 (89th percentile).

Plan sponsor

Name

PHILLY MORTGAGE BROKERS LLC

EIN

all filings

Address

1243 VALLEY FORGE RD · PHOENIXVILLE, PA · 19460

Phone

(484) 416-4280

Industry

Finance & Insurance

Plan administrator