How big is Mortgage365, LLC's plan?

Mortgage365, LLC's plan reported $626K in assets and 22 participants for 2024.

Original filing (PDF)20250714145519NAL0001907568001

Mortgage365, LLC

Name: Mortgage365, LLC — Mortgage365,LLC 401(k) Plan, Form 5500 (2024)
Creator: Mortgage365, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mortgage365,LLC 401(k) Plan

401(k) retirement plan · Mortgage365, LLC's Mortgage365,LLC 401(k) Plan held $626K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

People on this filing

Amanda Vaughan signed Mortgage365, LLC's 2024 Form 5500 as plan administrator.

Amanda Vaughan — 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

Mortgage365, LLC's EIN is 37-1875296.

EIN 37-1875296

Plan number 001

Plan year 2024

ACK ID 20250714145519NAL0001907568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mortgage365, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mortgage365, 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 MORTGAGE365, 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