· 2022–2024 · DOL EFAST2

MORTIMORE WEALTH STRATEGIES, LLC — MORTIMORE WEALTH STRATEGIES 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250130112402NAL0001693650001

MORTIMORE WEALTH STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

MORTIMORE WEALTH STRATEGIES 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$871K

Net assets (EOY)

$871K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTIMORE WEALTH STRATEGIES, LLC.

Plan sponsor

Name

MORTIMORE WEALTH STRATEGIES, LLC

EIN

46-5236634all filings

Address

4810 SOUTHLAND BLVD · SAN ANGELO, TX · 76904

Phone

(325) 716-4022

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

2025-01-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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