How big is Mortgagepros LLC's plan?

Mortgagepros LLC's plan reported $761K in assets and 125 participants for 2024.

Original filing (PDF)20250605062505NAL0008943155001

Mortgagepros LLC

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

Form 5500-SF

FILING_RECEIVED

Mortgagepros 401(k) Plan

401(k) retirement plan · Mortgagepros LLC's Mortgagepros 401(k) Plan held $761K in plan assets for 125 participants in 2024.

Signals · 1

No auditor on file

Active participants

125

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

People on this filing

Sarah TOMA signed Mortgagepros LLC's 2024 Form 5500 as plan administrator.

Sarah TOMA — 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

Mortgagepros LLC's EIN is 84-3712727.

EIN 84-3712727

Plan number 001

Plan year 2024

ACK ID 20250605062505NAL0008943155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTGAGEPROS 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 (12th percentile).

Helping the score