First Option Mortgage, LLC's EIN is 68-0570826.
Download the official 2024 Form 5500 (PDF) for First Option Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Option Mortgage, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.3M | 94.1% | |
| s - | Pooled Separate Accounts | — | — | $7.3M | 94.0% | |
| accounts represented the current fund balance of $112,049 less market value | Other securities | — | — | $112K | 1.4% | |
| adjustments totaling $10,617. | Other securities | — | — | $11K | 0.1% | |
| Assets at fair value as of December 31, 2024 Level 1 Level 2 Level 3 Total Interest-bearing cash 6,183 - | Cash / Money Market | — | — | $6K | <0.1% |
