How big is Vellum Mortgage, Inc.'s plan?

Vellum Mortgage, Inc.'s plan reported $6.3M in assets and 83 participants for 2024.

Original filing (PDF)20251014160104NAL0003345665001

Vellum Mortgage, Inc.

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

Form 5500-SF

FILING_RECEIVED

Vellum Mortgage, Inc. 401(k) Plan

401(k) retirement plan · Vellum Mortgage, Inc.'s Vellum Mortgage, Inc. 401(k) Plan held $6.3M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Cassie Glock signed Vellum Mortgage, Inc.'s 2024 Form 5500 as plan administrator.

Cassie Glock — 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

Vellum Mortgage, Inc.'s EIN is 81-5318646.

EIN 81-5318646

Plan number 002

Plan year 2024

ACK ID 20251014160104NAL0003345665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vellum Mortgage, Inc.'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 VELLUM MORTGAGE, INC..

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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

Helping the score