How big is Security Mortgage Group LLC's plan?

Security Mortgage Group LLC's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20251010163556NAL0004795187001

Security Mortgage Group LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Security Mortgage Group LLC held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Richard Burke signed Security Mortgage Group LLC's 2024 Form 5500 as plan administrator.

Richard Burke — 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

Security Mortgage Group LLC's EIN is 36-4553689.

EIN 36-4553689

Plan number 002

Plan year 2024

ACK ID 20251010163556NAL0004795187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Security Mortgage Group LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURITY MORTGAGE GROUP 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.

Plan sponsor

Name

SECURITY MORTGAGE GROUP LLC

EIN

all filings

Address

2370 MONROE AVE · ROCHESTER, NY · 146183032

Phone

(585) 423-0230

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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