How big is Rincon Advisory Mortgage Services, LLC's plan?

Rincon Advisory Mortgage Services, LLC's plan reported $190K in assets and 5 participants for 2024.

Original filing (PDF)20250903140019NAL0026096176001

Rincon Advisory Mortgage Services, LLC

Name: Rincon Advisory Mortgage Services, LLC — Form 5500 Plan 003 (2024)
Creator: Rincon Advisory Mortgage Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rincon Advisory Mortgage Services, LLC 401(k) Plan

401(k) retirement plan · Rincon Advisory Mortgage Services, LLC's Rincon Advisory Mortgage Services, LLC 401(k) Plan held $190K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

Plan identifiers

Rincon Advisory Mortgage Services, LLC's EIN is 81-1080545.

EIN 81-1080545

Plan number 003

Plan year 2024

ACK ID 20250903140019NAL0026096176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rincon Advisory Mortgage Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RINCON ADVISORY MORTGAGE SERVICES, 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