Original filing (PDF)20250213114906NAL0022053169001

TRUST IN EQUITY MORTGAGE COMPANY, LLC

Name: TRUST IN EQUITY MORTGAGE COMPANY, LLC — TRUST IN EQUITY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TRUST IN EQUITY MORTGAGE COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

TRUST IN EQUITY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TRUST IN EQUITY MORTGAGE COMPANY, LLC

EIN

56-2546451

Address

35651 DETROIT ROAD · AVON, OH · 44011

Phone

(440) 503-9900

Industry

Finance & Insurancesee all

Plan administrator