Original filing (PDF)20250320114407NAL0009725552001

Interfirst Mortgage Company

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Interfirst Mortgage Company filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Julie Schouten signed Interfirst Mortgage Company's 2024 Form 5500 as plan administrator.

Julie Schouten — 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

Interfirst Mortgage Company's EIN is 36-4485107.

EIN 36-4485107

Plan number 001

Plan year 2024

ACK ID 20250320114407NAL0009725552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Interfirst 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 INTERFIRST 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 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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

INTERFIRST MORTGAGE COMPANY

EIN

all filings

Address

333 KNIGHTSBRIDGE PKWAY STE 210 · LINCOLNSHIRE, IL · 60069

Phone

(630) 699-6122

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2025-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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