How big is Mortgage Equity Team, LLC's plan?

Mortgage Equity Team, LLC's plan reported $462K in assets and 2 participants for 2024.

Original filing (PDF)20250606145155NAL0021400896001

Mortgage Equity Team, LLC

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

Form 5500-SF

FILING_RECEIVED

Mortgage Equity Team Retirement Plan

401(k) retirement plan · Mortgage Equity Team, LLC's Mortgage Equity Team Retirement Plan held $462K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$462K

Net assets (EOY)

$462K

People on this filing

Melanie Thompson signed Mortgage Equity Team, LLC's 2024 Form 5500 as plan administrator.

Melanie Thompson — 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

Mortgage Equity Team, LLC's EIN is 47-1524967.

EIN 47-1524967

Plan number 001

Plan year 2024

ACK ID 20250606145155NAL0021400896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mortgage Equity Team, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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