Original filing (PDF)20241011120931NAL0038657024001

HARTLAND MORTGAGE COMPANY, LTD. DBA TEXAS HARTLAND MORTGAGE

Name: HARTLAND MORTGAGE COMPANY, LTD. DBA TEXAS HARTLAND MORTGAGE — TEXAS HARTLAND MORTGAGE 401(K) PLAN, Form 5500 (2023)
Creator: HARTLAND MORTGAGE COMPANY, LTD. DBA TEXAS HARTLAND MORTGAGE

Form 5500-SF

FILING_RECEIVED

TEXAS HARTLAND MORTGAGE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 HARTLAND MORTGAGE COMPANY, LTD. DBA TEXAS HARTLAND MORTGAGE.

Plan sponsor

Name

HARTLAND MORTGAGE COMPANY, LTD. DBA TEXAS HARTLAND MORTGAGE

EIN

74-2876924

Address

1175 W. BITTERS, BUILDING 1, 101 · SAN ANTONIO, TX · 78216

Phone

(210) 545-5556

Industry

Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-01

Filed

2024-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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