Original filing (PDF)20250731134143NAL0007169760001

M. MORTGAGE WINDERMERE, LLC

Name: M. MORTGAGE WINDERMERE, LLC — M. MORTGAGE WINDERMERE, LLC 401(K) PLAN, Form 5500 (2022)
Creator: M. MORTGAGE WINDERMERE, LLC

Form 5500-SF

FILING_RECEIVED

M. MORTGAGE WINDERMERE, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 20.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 20.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M. MORTGAGE WINDERMERE, LLC.

Plan sponsor

Name

M. MORTGAGE WINDERMERE, LLC

EIN

85-2018793

Address

1511 E. ROBINSON ST. · ORLANDO, FL · 32801

Phone

(407) 544-4615

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2025-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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