Original filing (PDF)20250918140223NAL0003336194001

A-D MORTGAGE LOAN SPECIALIST, INC.

Name: A-D MORTGAGE LOAN SPECIALIST, INC. — A-D MORTGAGE LOAN SPECIALIST, INC. 401(K) PLAN, Form 5500 (2024)
Creator: A-D MORTGAGE LOAN SPECIALIST, INC.

Form 5500-SF

FILING_RECEIVED

A-D MORTGAGE LOAN SPECIALIST, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A-D MORTGAGE LOAN SPECIALIST, INC..

Plan sponsor

Name

A-D MORTGAGE LOAN SPECIALIST, INC.

EIN

65-1094553

Address

2400 S. MCCALL RD., SUITE C · ENGLEWOOD, FL · 34224

Phone

(941) 255-3342

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BALBOA FINANCIAL

BALBOA FINANCIAL PROFIT SHARING PLAN

$1.0M · 2 participants

BRIDGEPOINT FUNDING, INC.

BRIDGEPOINT FUNDING, INC. CASH BALANCE PLAN

$1.0M · 3 participants

RED OAK MORTGAGE, INC.

RED OAK MORTGAGE 401(K) PLAN

$1.0M · 17 participants

LOAN PROS, INC.

LOAN PROS, INC. PROFIT SHARING PLAN

$1.0M · 1 participants

HOOD RIVER MORTGAGE GROUP, LLC

HOOD RIVER MORTGAGE GROUP 401(K) PLAN

$1.0M · 14 participants