How big is Custom Mortgage Service Inc.'s plan?

Custom Mortgage Service Inc.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250407154540NAL0018678929001

Custom Mortgage Service Inc.

Name: Custom Mortgage Service Inc. — Custom Mortgage, Form 5500 (2024)
Creator: Custom Mortgage Service Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Mortgage Service 401(k) Plan

401(k) retirement plan · Custom Mortgage Service Inc.'s Custom Mortgage Service 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Brian Yearwood signed Custom Mortgage Service Inc.'s 2024 Form 5500 as plan administrator.

Brian Yearwood — 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

Custom Mortgage Service Inc.'s EIN is 58-2618833.

EIN 58-2618833

Plan number 001

Plan year 2024

ACK ID 20250407154540NAL0018678929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custom Mortgage Service Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Mortgage Service Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

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

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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

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