How big is Mortgage Options Inc.'s plan?

Mortgage Options Inc.'s plan reported $871K in assets and 14 participants for 2024.

Original filing (PDF)20250819124211NAL0004320146001

Mortgage Options Inc.

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

Form 5500-SF

FILING_RECEIVED

Mortgage Options Inc. 401(k) Plan

401(k) retirement plan · Mortgage Options Inc.'s Mortgage Options Inc. 401(k) Plan held $871K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$871K

Net assets (EOY)

$871K

People on this filing

Randy Brown signed Mortgage Options Inc.'s 2024 Form 5500 as plan administrator.

Randy Brown — 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

Mortgage Options Inc.'s EIN is 45-2751973.

EIN 45-2751973

Plan number 001

Plan year 2024

ACK ID 20250819124211NAL0004320146001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mortgage Options Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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