Original filing (PDF)20250527124252NAL0016087394001

A1 RESIDENTIAL MORTGAGE INC 401K

Name: A1 RESIDENTIAL MORTGAGE INC 401K — Form 5500 (2024)
Creator: A1 RESIDENTIAL MORTGAGE INC 401K

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 A1 RESIDENTIAL MORTGAGE INC 401K.

Plan sponsor

Name

A1 RESIDENTIAL MORTGAGE INC 401K

EIN

68-0555029

Address

3645 NW JOHN OLSEN PLACE · HILLSBORO, OR · 97124

Phone

(503) 381-4179

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

2025-05-27

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LAT33 MANAGEMENT SERVICES, LLC

LAT33 MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN

$2.7M · 4 participants

FIRST RATE FINANCIAL GROUP

FIRST RATE FINANCIAL GROUP CASH BALANCE PLAN

$2.7M · 7 participants

LINCOLN CAPITAL ADVISORS, LLC

LINCOLN CAPITAL ADVISORS RETIREMENT PLAN

$2.7M · 15 participants

THE PHILIPSBORN COMPANY

THE PHILIPSBORN COMPANY EMPLOYEES PROFIT SHARING PLAN

$2.7M · 5 participants

MORTGAGE LENDERS INVESTMENT TRADING CORPORATION