Original filing (PDF)20250723153006NAL0002120179001

THE LOAN STORE, INC

Name: THE LOAN STORE, INC — THE LOAN STORE, INC 401K PLAN, Form 5500 (2024)
Creator: THE LOAN STORE, INC

Form 5500-SF

FILING_RECEIVED

THE LOAN STORE, INC 401K PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

324

Accounts w/ balance

117

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LOAN STORE, INC.

Plan sponsor

Name

THE LOAN STORE, INC

EIN

46-3676810

Address

6340 N. CAMPBELL AVE · SUITE 100 · TUCSON, AZ · 85718

Phone

(510) 219-6388

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NEXA MORTGAGE, LLC

NEXA MORTGAGE 401(K) PLAN

$3.4M · 360 participants

ROCKY MOUNTAIN COMMUNITY REINVEST

403B THRIFT PLAN OF ROCKY MOUNTAIN COMMUNITY

$3.4M · 20 participants

OMNI MORTGAGE COMPANY, INC.

OMNI MORTGAGE COMPANY, INC. 401(K) PROFIT SHARING PLAN

$3.4M · 2 participants

COMMUNITY MORTGAGE LLC

COMMUNITY MORTGAGE 401K PLAN

$3.3M · 41 participants

NORTHWEST FUNDING GROUP, INC.

NORTHWEST FUNDING GROUP, INC. 401(K) PLAN