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Original filing (PDF)20251003153118NAL0003716450001
TJC MORTGAGE, INC.
Form 5500
FILING_RECEIVED
MORTGAGERIGHT 401(K) PLAN
401(k) retirement plan
Active participants
173
Accounts w/ balance
132
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TJC MORTGAGE, INC..
Plan sponsor
Name
TJC MORTGAGE, INC.
EIN
75-3197409
Address
1 PERIMETER PARK S STE 230 · BIRMINGHAM, AL · 352432327
Phone
(205) 278-3805
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH + HOWARD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | 52-1309931 | — | RECORDKEEPER | $34K | — |
Investments
29 direct securities · 1 pooled fund· $11.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.8M
29 holdings
Common Collective Trust
$321K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2045 Mutual fund account | — | — | — | $2.2M | 19.6% | |
| Vanguard 500 Index Admiral Mutual fund account | — | — | — | $1.8M | 15.9% | |
| T. Rowe Price Retirement Blend 2040 Mutual fund account | — | — | — | $1.2M | 11.1% | |
| T. Rowe Price Blue Chip Growth Fund Mutual fund account | — | — | — | $1.1M | 9.7% | |
| T. Rowe Price Retirement Blend 2055 Mutual fund account | — | — | — | $511K | 4.6% | |
| T. Rowe Price Retirement Blend 2050 Mutual fund account | — | — | — | $478K | 4.3% | |
| T. Rowe Price Retirement Blend 2035 Mutual fund account | — | — | — | $469K | 4.2% | |
| Columbia Small Cap Growth Institutional 3 Mutual fund account | — | — | — | $427K | 3.8% | |
| T. Rowe Price Retirement Blend 2025 Mutual fund account | — | — | — | $368K | 3.3% | |
| Participant Loans 1% over the prime interest rate | — | — | — | $324K | 2.9% | |
| TRP STABLE VALUE FUND SCHEDULE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $321K | 2.9% | |
| JPMorgan Mid Cap Equity R6 Mutual fund account | — | — | — | $218K | 2.0% | |
| PGIM High-Yield R6 Mutual fund account | — | — | — | $214K | 1.9% | |
| T. Rowe Price Retirement Blend 2060 Mutual fund account | — | — | — | $209K | 1.9% | |
| MFS New Discovery Value R4 Mutual fund account | — | — | — | $186K | 1.7% | |
| Vanguard Total Bond Market Index Mutual fund account | — | — | — | $167K | 1.5% | |
| Vanguard Small Cap Index Admiral Mutual fund account | — | — | — | $138K | 1.2% | |
| Blackrock Total Return Fund K Mutual fund account | — | — | — | $133K | 1.2% | |
| MFS Value R6 Mutual fund account | — | — | — | $126K | 1.1% | |
| T. Rowe Price Retirement Blend 2030 Mutual fund account | — | — | — | $76K | 0.7% | |
| T. Rowe Price Overseas Stock Fund Mutual fund account | — | — | — | $75K | 0.7% | |
| DFA Inflation Protected Securities Portfolio Institutional Mutual fund account | — | — | — | $74K | 0.7% | |
| Vanguard Emerging Markets Stock Index Admiral Mutual fund account | — | — | — | $71K | 0.6% | |
| Cohen & Steers Real Estate Securities Z Mutual fund account | — | — | — | $64K | 0.6% | |
| T. Rowe Price Retirement Blend 2065 Mutual fund account | — | — | — | $59K | 0.5% | |
| Nuveen International Equity Index R6 Mutual fund account | — | — | — | $51K | 0.5% | |
| DFA Commodity Strategy Institutional Mutual fund account | — | — | — | $32K | 0.3% | |
| T. Rowe Price Retirement Blend 2010 Mutual fund account | — | — | — | $27K | 0.2% | |
| T. Rowe Price Retirement Blend 2015 Mutual fund account 791 T. Rowe Price Retirement Blend 2020 Mutual fund account | — | — | — | $7K | <0.1% | |
| T. Rowe Price Retirement Blend 2005 Mutual fund account | — | — | — | $2K | <0.1% |
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