Original filing (PDF)20250512113556NAL0012637091001

RF MORTGAGE

Name: RF MORTGAGE — RF MORTGAGE RETIREMENT PLAN, Form 5500 (2024)
Creator: RF MORTGAGE

Form 5500-SF

FILING_RECEIVED

RF MORTGAGE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

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.

Decision-maker contacts

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

Plan sponsor

Name

RF MORTGAGE

EIN

66-0356747

Address

PO BOX 1309 · SAN JUAN, PR · 00936

Phone

(787) 782-8255

Industry

Real Estatesee 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

2025-05-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

GREEN ROAD INC.

GREEN ROAD INC. 401(K) PLAN & TRUST

$723K · 2 participants

WOODRUFF REALTY GROUP, INC.

WOODRUFF REALTY GROUP, INC. 401(K) PROFIT SHARING PLAN

$723K · 1 participants

CP REAL INVESTMENTS

CP REAL INVESTMENTS 401K PLAN

$723K · 3 participants

MURPHY CORDIER CASALE AXEL PLC

MURPHY CORDIER CASALE AXEL PLC 401(K) PLAN

$724K · 9 participants

JOYCE KEEFER

JOYCE KEEFER DEFINED BENEFIT PLAN

$723K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.