Original filing (PDF)20250721133017NAL0000704291001

Contemporary Mortgage Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Contemporary Mortgage Services, Inc. Employee Retirement and Savings Plan

401(k) retirement plan · Contemporary Mortgage Services, Inc.'s Contemporary Mortgage Services, Inc. Employee Retirement and Savings Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CONTEMPORARY MORTGAGE SERVICES, INC

EIN

59-2528169all filings

Address

498 PALM SPRINGS DRIVE · SUITE 220 · ALTAMONTE SPRINGS, FL · 32701

Phone

(407) 834-3377

Industry

Finance & Insurance

Plan administrator