How big is Ward Kilduff Mortgage's plan?

Ward Kilduff Mortgage's plan reported $356K in assets and 6 participants for 2024.

Original filing (PDF)20250512145151NAL0012755123001

Ward Kilduff Mortgage

Name: Ward Kilduff Mortgage — Ward Kilduff Mortgage 401(k), Form 5500 (2024)
Creator: Ward Kilduff Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ward Kilduff Mortgage 401(k) Plan

401(k) retirement plan · Ward Kilduff Mortgage's Ward Kilduff Mortgage 401(k) Plan held $356K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

Jason Kilduff signed Ward Kilduff Mortgage's 2024 Form 5500 as plan administrator.

Jason Kilduff — 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

Ward Kilduff Mortgage's EIN is 42-1716983.

EIN 42-1716983

Plan number 001

Plan year 2024

ACK ID 20250512145151NAL0012755123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ward Kilduff Mortgage'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 WARD KILDUFF MORTGAGE.

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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