How big is Fortune Mortgage Company's plan?

Fortune Mortgage Company's plan reported $2.8M in assets and 6 participants for 2025.

Original filing (PDF)20260503181508NAL0001809571001

Fortune Mortgage Company

Name: Fortune Mortgage Company — Form 5500 (2025)
Creator: Fortune Mortgage Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Fortune Mortgage Company held $2.8M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Fortune Mortgage Company's EIN is 52-1705930.

EIN 52-1705930

Plan number 001

Plan year 2025

ACK ID 20260503181508NAL0001809571001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fortune Mortgage Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fortune Mortgage Company's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

FORTUNE MORTGAGE COMPANY

EIN

all filings

Address

17 B FIRSTFIELD RD · SUITE 201 · GAITHERSBURG, MD · 20878

Phone

(301) 354-4602

Industry

Finance & Insurance

Plan administrator