Original filing (PDF)20251209143844NAL0003095987001

STONEBRIAR MORTGAGE CORPORATION

Name: STONEBRIAR MORTGAGE CORPORATION — STONEBRIAR MORTGAGE, Form 5500 (2024)
Creator: STONEBRIAR MORTGAGE CORPORATION

Form 5500-SF

FILING_RECEIVED

STONEBRIAR MORTGAGE

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONEBRIAR MORTGAGE CORPORATION.

Plan sponsor

Name

STONEBRIAR MORTGAGE CORPORATION

EIN

75-2900593

Address

6953 LA VISTA DR · DALLAS, TX · 75214

Phone

(214) 669-3307

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-30

Filed

2025-12-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 2 participants