How big is Intertrust Mortgage LLC's plan?

Intertrust Mortgage LLC's plan reported $311K in assets and 8 participants for 2024.

Original filing (PDF)20250320143211NAL0011421568001

Intertrust Mortgage LLC

Name: Intertrust Mortgage LLC — Intertrust Mortgage LLC &, Form 5500 (2024)
Creator: Intertrust Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intertrust Mortgage LLC & Patch Group LLC Retirement Plan

401(k) retirement plan · Intertrust Mortgage LLC's Intertrust Mortgage LLC & Patch Group LLC Retirement Plan held $311K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

Plan identifiers

Intertrust Mortgage LLC's EIN is 72-1485768.

EIN 72-1485768

Plan number 001

Plan year 2024

ACK ID 20250320143211NAL0011421568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intertrust Mortgage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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