Original filing (PDF)20250812050539NAL0010995568001

MAYO Mortgage Group, LLC

Name: MAYO Mortgage Group, LLC — Savvy Mortgage 401(k), Form 5500 (2024)
Creator: MAYO Mortgage Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Savvy Mortgage 401(k) Profit Sharing Plan

401(k) retirement plan · MAYO Mortgage Group, LLC's Savvy Mortgage 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Tracie MAYO signed MAYO Mortgage Group, LLC's 2024 Form 5500 as plan administrator.

Tracie MAYO — 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

MAYO Mortgage Group, LLC's EIN is 81-4304594.

EIN 81-4304594

Plan number 001

Plan year 2024

ACK ID 20250812050539NAL0010995568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score