How big is The Mortgage Hotline's plan?

The Mortgage Hotline's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20250930154637NAL0013462304001

The Mortgage Hotline

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

Form 5500-SF

FILING_RECEIVED

The Mortgage Hotline 401(k) Plan

401(k) retirement plan · The Mortgage Hotline's The Mortgage Hotline 401(k) Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

TARA Evans, for TAG Resources signed The Mortgage Hotline's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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 Hotline's EIN is 84-2115603.

EIN 84-2115603

Plan number 001

Plan year 2024

ACK ID 20250930154637NAL0013462304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Mortgage Hotline's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 HOTLINE.

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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