How big is NEXA Mortgage, LLC's plan?

NEXA Mortgage, LLC's plan reported $4.1M in assets and 362 participants for 2025.

Original filing (PDF)20260129151141NAL0004399265001

NEXA Mortgage, LLC

Name: NEXA Mortgage, LLC — NEXA Mortgage 401(k) Plan, Form 5500 (2025)
Creator: NEXA Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NEXA Mortgage 401(k) Plan

401(k) retirement plan · NEXA Mortgage, LLC's NEXA Mortgage 401(k) Plan held $4.1M in plan assets for 362 participants in 2025.

Signals · 1

No auditor on file

Active participants

362

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Miriam Montijo signed NEXA Mortgage, LLC's 2025 Form 5500 as plan administrator.

Miriam Montijo — 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

NEXA Mortgage, LLC's EIN is 82-2428560.

EIN 82-2428560

Plan number 001

Plan year 2025

ACK ID 20260129151141NAL0004399265001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NEXA Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NEXA Mortgage, 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 NEXA MORTGAGE, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score