How big is Members Mortgage Services, LLC.'s plan?

Members Mortgage Services, LLC.'s plan reported $5.0M in assets and 58 participants for 2024.

Original filing (PDF)20250715081852NAL0001869329001

Members Mortgage Services, LLC.

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

Form 5500-SF

FILING_RECEIVED

Members Mortgage Services, LLC. 401(k) Plan and Trust

401(k) retirement plan · Members Mortgage Services, LLC.'s Members Mortgage Services, LLC. 401(k) Plan and Trust held $5.0M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Michelle Ogden signed Members Mortgage Services, LLC.'s 2024 Form 5500 as plan administrator.

Michelle Ogden — 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

Members Mortgage Services, LLC.'s EIN is 36-4548399.

EIN 36-4548399

Plan number 001

Plan year 2024

ACK ID 20250715081852NAL0001869329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Members Mortgage Services, 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 MEMBERS MORTGAGE SERVICES, 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