How big is Professional Mortgage Source LLC's plan?

Professional Mortgage Source LLC's plan reported $368K in assets and 10 participants for 2024.

Original filing (PDF)20251013182759NAL0000889635001

Professional Mortgage Source LLC

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

Form 5500-SF

FILING_RECEIVED

Professional Mortgage Source LLC 401(k) Plan

401(k) retirement plan · Professional Mortgage Source LLC's Professional Mortgage Source LLC 401(k) Plan held $368K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

People on this filing

CHAE H BAE signed Professional Mortgage Source LLC's 2024 Form 5500 as plan administrator.

CHAE H BAE — 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

Professional Mortgage Source LLC's EIN is 36-4607153.

EIN 36-4607153

Plan number 001

Plan year 2024

ACK ID 20251013182759NAL0000889635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Mortgage Source LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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