How big is F5 Mortgage LLC's plan?

F5 Mortgage LLC's plan reported $465K in assets and 24 participants for 2024.

Original filing (PDF)20251008075922NAL0005539729001

F5 Mortgage LLC

Name: F5 Mortgage LLC — F5 401(k) Plan, Form 5500 (2024)
Creator: F5 Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

F5 401(k) Plan

401(k) retirement plan · F5 Mortgage LLC's F5 401(k) Plan held $465K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

People on this filing

Ryan McCallister signed F5 Mortgage LLC's 2024 Form 5500 as plan administrator.

Ryan McCallister — 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

F5 Mortgage LLC's EIN is 84-3621967.

EIN 84-3621967

Plan number 001

Plan year 2024

ACK ID 20251008075922NAL0005539729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for F5 Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

F5 Mortgage LLC'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 F5 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.

Plan sponsor

Name

F5 MORTGAGE LLC

EIN

all filings

Address

1283 FARMINGTON DR · TRAVERSE CITY, MI · 49696

Phone

(810) 444-8599

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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