How big is Stratton Mortgage's plan?

Stratton Mortgage's plan reported $518K in assets and 13 participants for 2024.

Original filing (PDF)20250819073802NAL0001041315001

Stratton Mortgage

Name: Stratton Mortgage — Stratton Mortgage 401(k) Plan, Form 5500 (2024)
Creator: Stratton Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stratton Mortgage 401(k) Plan

401(k) retirement plan · Stratton Mortgage's Stratton Mortgage 401(k) Plan held $518K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

People on this filing

Ryan Rausch signed Stratton Mortgage's 2024 Form 5500 as plan administrator.

Ryan Rausch — 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

Stratton Mortgage's EIN is 81-1205320.

EIN 81-1205320

Plan number 100

Plan year 2024

ACK ID 20250819073802NAL0001041315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stratton Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

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