Original filing (PDF)20240621120033NAL0001723395001

WYNDHAM CAPITAL MORTGAGE, INC

Name: WYNDHAM CAPITAL MORTGAGE, INC — WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN, Form 5500 (2023)
Creator: WYNDHAM CAPITAL MORTGAGE, INC

Form 5500

FILING_RECEIVED

WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WYNDHAM CAPITAL MORTGAGE, INC.

Plan sponsor

Name

WYNDHAM CAPITAL MORTGAGE, INC

EIN

56-2237729

Address

4064 COLONY ROAD · #200 · CHARLOTTE, NC · 28211

Phone

(704) 525-9911

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-03

Filed

2024-06-21

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREAT-WEST LIFE & ANNUITY INSURANCE	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$84K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FPF PA LLC DBA FRONT PORCH	—	CHARLOTTE, NC	INVESTMENT ADVISOR	$11K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.