How big is Newcastle Mortgage, LLC's plan?

Newcastle Mortgage, LLC's plan reported $831K in assets and 2 participants for 2025.

Original filing (PDF)20260204203745NAL0003980193001

Newcastle Mortgage, LLC

Name: Newcastle Mortgage, LLC — Newcastle Mortgage, LLC, Form 5500 (2025)
Creator: Newcastle Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newcastle Mortgage, LLC 401(k) Plan

401(k) retirement plan · Newcastle Mortgage, LLC's Newcastle Mortgage, LLC 401(k) Plan held $831K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

People on this filing

Marianne BACA signed Newcastle Mortgage, LLC's 2025 Form 5500 as plan administrator.

Marianne BACA — 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

Newcastle Mortgage, LLC's EIN is 74-2846447.

EIN 74-2846447

Plan number 001

Plan year 2025

ACK ID 20260204203745NAL0003980193001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Newcastle Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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