Original filing (PDF)20250417220100NAL0003392146034

G&M MORTGAGE BROKERAGE INC DBA MOTTO MORTGAGE PREMIER BROKERAGE

Name: G&M MORTGAGE BROKERAGE INC DBA MOTTO MORTGAGE PREMIER BROKERAGE — G&M MORTGAGE BROKERAGE INC DBA MOTTO MORTGAGE PREMIER BROKERAGE 401(K), Form 5500 (2024)
Creator: G&M MORTGAGE BROKERAGE INC DBA MOTTO MORTGAGE PREMIER BROKERAGE

Form 5500-SF

FILING_RECEIVED

G&M MORTGAGE BROKERAGE INC DBA MOTTO MORTGAGE PREMIER BROKERAGE 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$186

Net assets (EOY)

$186

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G&M MORTGAGE BROKERAGE INC DBA MOTTO MORTGAGE PREMIER BROKERAGE.

Plan sponsor

Name

G&M MORTGAGE BROKERAGE INC DBA MOTTO MORTGAGE PREMIER BROKERAGE

EIN

83-4170389all filings

Address

PO BOX 1695 · CORRALES, NM · 87048

Phone

(505) 793-6577

Industry

Finance & Insurancesee all

Plan administrator