How big is The Mortgage Processing Special's plan?

The Mortgage Processing Special's plan reported $26K in assets and 5 participants for 2024.

Original filing (PDF)20250930072101NAL0011385681001

The Mortgage Processing Special

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

Form 5500-SF

FILING_RECEIVED

The Mortgage Processing Specialists LLC 401(k)

401(k) retirement plan · The Mortgage Processing Special's The Mortgage Processing Specialists LLC 401(k) held $26K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

KIM Patoka signed The Mortgage Processing Special's 2024 Form 5500 as plan administrator.

KIM Patoka — 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

The Mortgage Processing Special's EIN is 83-4097654.

EIN 83-4097654

Plan number 001

Plan year 2024

ACK ID 20250930072101NAL0011385681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Mortgage Processing Special'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 THE MORTGAGE PROCESSING SPECIAL.

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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