How big is Lendexa Mortgage LLC's plan?

Lendexa Mortgage LLC's plan reported $146K in assets and 4 participants for 2024.

Original filing (PDF)20250718105016NAL0002896274001

Lendexa Mortgage LLC

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

Form 5500-SF

FILING_RECEIVED

Lendexa Mortgage LLC 401(k) Plan

401(k) retirement plan · Lendexa Mortgage LLC's Lendexa Mortgage LLC 401(k) Plan held $146K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Marcus Bowie signed Lendexa Mortgage LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Lendexa Mortgage LLC's EIN is 84-2936117.

EIN 84-2936117

Plan number 001

Plan year 2024

ACK ID 20250718105016NAL0002896274001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lendexa Mortgage 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 LENDEXA MORTGAGE 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LENDEXA MORTGAGE LLC

EIN

all filings

Address

227 W 4TH STREET, OFFICE 123 · OFFICE 123 · CHARLOTTE, NC · 28202

Phone

(704) 974-1530

Industry

Finance & Insurance

Plan administrator