How big is Mortgage Xpress, LLC's plan?

Mortgage Xpress, LLC's plan reported $238K in assets and 9 participants for 2024.

Original filing (PDF)20250703051807NAL0000268145001

Mortgage Xpress, LLC

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

Form 5500-SF

FILING_RECEIVED

Mortgage Xpress 401(k) Plan

401(k) retirement plan · Mortgage Xpress, LLC's Mortgage Xpress 401(k) Plan held $238K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Danny Jimenez signed Mortgage Xpress, LLC's 2024 Form 5500 as plan administrator.

Danny Jimenez — 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

Mortgage Xpress, LLC's EIN is 83-2232769.

EIN 83-2232769

Plan number 001

Plan year 2024

ACK ID 20250703051807NAL0000268145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mortgage Xpress, 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 MORTGAGE XPRESS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score