Original filing (PDF)20251013141533NAL0000701555001

Wholesale Mortgage Source LLC

Name: Wholesale Mortgage Source LLC — Wholesale Mortgage, Form 5500 (2024)
Creator: Wholesale Mortgage Source LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wholesale Mortgage Source 401(k) Plan

401(k) retirement plan · Wholesale Mortgage Source LLC's Wholesale Mortgage Source 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Wholesale Mortgage Source LLC's EIN is 81-4844945.

EIN 81-4844945

Plan number 001

Plan year 2024

ACK ID 20251013141533NAL0000701555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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