Original filing (PDF)20251009133644NAL0006654865001

NATIONWIDE MORTGAGE BANKERS IN

Name: NATIONWIDE MORTGAGE BANKERS IN — NATIONWIDE MORTGAGE BANKERS IN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NATIONWIDE MORTGAGE BANKERS IN

Form 5500

FILING_RECEIVED

NATIONWIDE MORTGAGE BANKERS IN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

458

Accounts w/ balance

1,221

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (13th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NATIONWIDE MORTGAGE BANKERS IN

EIN

45-2969502

Address

3 HUNTINGTON QUADRANGLE · STE 403 N · MELVILLE, NY · 11747

Phone

(516) 467-2024

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE PINNACLE FINANCIAL GROUP	—	ROCKVILLE CENTER, NY	ADVISOR	$42K	—

Investments

1 pooled fund· $27K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.