How big is FILO Mortgage, LLC's plan?

FILO Mortgage, LLC's plan reported $721K in assets and 64 participants for 2024.

Original filing (PDF)20251006151017NAL0006801840001

FILO Mortgage, LLC

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

Form 5500-SF

FILING_RECEIVED

FILO Mortgage 401(k) Plan

401(k) retirement plan · FILO Mortgage, LLC's FILO Mortgage 401(k) Plan held $721K in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

People on this filing

Denise Johnston signed FILO Mortgage, LLC's 2024 Form 5500 as plan administrator.

Denise Johnston — 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

FILO Mortgage, LLC's EIN is 84-3793381.

EIN 84-3793381

Plan number 001

Plan year 2024

ACK ID 20251006151017NAL0006801840001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FILO 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 FILO 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

Knocking points off