How big is The Mortgage Source, LLC's plan?

The Mortgage Source, LLC's plan reported $125K in assets and 2 participants for 2024.

Original filing (PDF)20250904160637NAL0016295057001

The Mortgage Source, LLC

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

Form 5500-SF

FILING_RECEIVED

The Mortgage Source, LLC 401(k) Plan

401(k) retirement plan · The Mortgage Source, LLC's The Mortgage Source, LLC 401(k) Plan held $125K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

Plan identifiers

The Mortgage Source, LLC's EIN is 35-2305368.

EIN 35-2305368

Plan number 001

Plan year 2024

ACK ID 20250904160637NAL0016295057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Mortgage Source, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Mortgage Source, LLC'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 THE MORTGAGE SOURCE, 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

THE MORTGAGE SOURCE, LLC

EIN

all filings

Address

228 RIVER PARK NORTH DR · WOODSTOCK, GA · 30188

Phone

(404) 545-1164

Industry

Finance & Insurance

Plan administrator