How big is RF Mortgage's plan?

RF Mortgage's plan reported $724K in assets and 10 participants for 2024.

Original filing (PDF)20250512113556NAL0012637091001

RF Mortgage

Name: RF Mortgage — RF Mortgage Retirement Plan, Form 5500 (2024)
Creator: RF Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RF Mortgage Retirement Plan

401(k) retirement plan · RF Mortgage's RF Mortgage Retirement Plan held $724K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

People on this filing

Asisclo BOU signed RF Mortgage's 2024 Form 5500 as plan administrator.

Asisclo BOU — 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

RF Mortgage's EIN is 66-0356747.

EIN 66-0356747

Plan number 001

Plan year 2024

ACK ID 20250512113556NAL0012637091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score

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

Plan sponsor

Name

RF MORTGAGE

EIN

all filings

Address

PO BOX 1309 · SAN JUAN, PR · 00936

Phone

(787) 782-8255

Industry

Real Estate

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

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