Original filing (PDF)20250404102016NAL0006768307001

MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP.

Name: MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP. — MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP. 401(K) PLAN, Form 5500 (2024)
Creator: MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP.

Form 5500-SF

FILING_RECEIVED

MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

174

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP..

Plan sponsor

Name

MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP.

EIN

37-1572886

Address

1600 STEWART AVENUE · SUITE 701 · WESTBURY, NY · 11590

Phone

(516) 360-2635

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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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