How big is Mortgagetech Inc.'s plan?

Mortgagetech Inc.'s plan reported $161K in assets and 8 participants for 2024.

Original filing (PDF)20250718085652NAL0001440369001

Mortgagetech Inc.

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

Form 5500-SF

FILING_RECEIVED

Mortgagetech Inc. 401(k) Plan

401(k) retirement plan · Mortgagetech Inc.'s Mortgagetech Inc. 401(k) Plan held $161K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

People on this filing

Kimberly Paltridge signed Mortgagetech Inc.'s 2024 Form 5500 as plan administrator.

Kimberly Paltridge — 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

Mortgagetech Inc.'s EIN is 46-4823598.

EIN 46-4823598

Plan number 001

Plan year 2024

ACK ID 20250718085652NAL0001440369001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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