How big is Roosevelt Mortgage Solutions LLC's plan?

Roosevelt Mortgage Solutions LLC's plan reported $14K in assets and 3 participants for 2025.

Original filing (PDF)20260424221154NAL0003450739042

Roosevelt Mortgage Solutions LLC

Name: Roosevelt Mortgage Solutions LLC — Roosevelt, Form 5500 (2025)
Creator: Roosevelt Mortgage Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roosevelt Mortgage Solutions 401(k) Plan

401(k) retirement plan · Roosevelt Mortgage Solutions LLC's Roosevelt Mortgage Solutions 401(k) Plan held $14K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Elantha Barry signed Roosevelt Mortgage Solutions LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Roosevelt Mortgage Solutions LLC's EIN is 85-3641221.

EIN 85-3641221

Plan number 001

Plan year 2025

ACK ID 20260424221154NAL0003450739042

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roosevelt Mortgage Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roosevelt Mortgage Solutions LLC'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 ROOSEVELT MORTGAGE SOLUTIONS 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