Original filing (PDF)20231107220028NAL0022446625080

Mortgage Direct

Name: Mortgage Direct — Mortgage Direct 401(k) Plan, Form 5500 (2022)
Creator: Mortgage Direct
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mortgage Direct 401(k) Plan

401(k) retirement plan · Mortgage Direct's Mortgage Direct 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Christine Rimer signed Mortgage Direct's 2022 Form 5500 as plan administrator.

Christine Rimer — 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

Mortgage Direct's EIN is 84-3196659.

EIN 84-3196659

Plan number 001

Plan year 2022

ACK ID 20231107220028NAL0022446625080

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Mortgage Direct from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Mortgage Direct'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 MORTGAGE DIRECT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score