How big is South River Mortgage, LLC's plan?

South River Mortgage, LLC's plan reported $1.6M in assets and 121 participants for 2025.

Original filing (PDF)20260317072502NAL0004920370001

South River Mortgage, LLC

Name: South River Mortgage, LLC — South River Mortgage, Form 5500 (2025)
Creator: South River Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South River Mortgage, LLC 401(k) Plan

401(k) retirement plan · South River Mortgage, LLC's South River Mortgage, LLC 401(k) Plan held $1.6M in plan assets for 121 participants in 2025.

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

101

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

South River Mortgage, LLC's EIN is 83-4466561.

EIN 83-4466561

Plan number 001

Plan year 2025

ACK ID 20260317072502NAL0004920370001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

South River Mortgage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH RIVER 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 (20th percentile).

Helping the score