How big is The Mortgage Collaborative LLC's plan?

The Mortgage Collaborative LLC's plan reported $156K in assets and 17 participants for 2024.

Original filing (PDF)20250724052130NAL0010457682001

The Mortgage Collaborative LLC

Name: The Mortgage Collaborative LLC — The Mortgage, Form 5500 (2024)
Creator: The Mortgage Collaborative LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mortgage Collaborative 401 K Plan

401(k) retirement plan · The Mortgage Collaborative LLC's The Mortgage Collaborative 401 K Plan held $156K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

People on this filing

Ashlyn Estes signed The Mortgage Collaborative LLC's 2024 Form 5500 as plan administrator.

Ashlyn Estes — 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

The Mortgage Collaborative LLC's EIN is 46-3559067.

EIN 46-3559067

Plan number 001

Plan year 2024

ACK ID 20250724052130NAL0010457682001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Mortgage Collaborative LLC'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 THE MORTGAGE COLLABORATIVE LLC.

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Plan health score

Above-average plan

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

Knocking points off