How big is Specialty Mortgage LLC's plan?

Specialty Mortgage LLC's plan reported $2K in assets and 3 participants for 2025.

Original filing (PDF)20260506220114NAL0002214993021

Specialty Mortgage LLC

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

Form 5500-SF

FILING_RECEIVED

Specialty Mortgage LLC 401(k) Plan

401(k) retirement plan · Specialty Mortgage LLC's Specialty Mortgage LLC 401(k) Plan held $2K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Elantha Barry signed Specialty Mortgage 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

Specialty Mortgage LLC's EIN is 33-2420569.

EIN 33-2420569

Plan number 001

Plan year 2025

ACK ID 20260506220114NAL0002214993021

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Specialty Mortgage 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 SPECIALTY MORTGAGE LLC.

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Plan health score

Above-average plan

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

Knocking points off