How big is Motto Mortgage Specialists' plan?

Motto Mortgage Specialists' plan reported $22K in assets and 3 participants for 2024.

Original filing (PDF)20250527093349NAL0003902947001

Motto Mortgage Specialists

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

Form 5500-SF

FILING_RECEIVED

Mortgage Specialists LLC - 401(k)

401(k) retirement plan · Motto Mortgage Specialists' Mortgage Specialists LLC - 401(k) held $22K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Chris Clemente signed Motto Mortgage Specialists' 2024 Form 5500 as plan administrator.

Chris Clemente — 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

Motto Mortgage Specialists' EIN is 82-3728226.

EIN 82-3728226

Plan number 001

Plan year 2024

ACK ID 20250527093349NAL0003902947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Motto Mortgage Specialists' 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 MOTTO MORTGAGE SPECIALISTS.

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Plan health score

Above-average plan

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