How big is Right Step Mortgage LLC's plan?

Right Step Mortgage LLC's plan reported $131K in assets and 9 participants for 2025.

Original filing (PDF)20260423220642NAL0002763251041

Right Step Mortgage LLC

Name: Right Step Mortgage LLC — Right Step Mortgage 401(k), Form 5500 (2025)
Creator: Right Step Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Right Step Mortgage 401(k) Plan

401(k) retirement plan · Right Step Mortgage LLC's Right Step Mortgage 401(k) Plan held $131K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan identifiers

Right Step Mortgage LLC's EIN is 85-4159489.

EIN 85-4159489

Plan number 001

Plan year 2025

ACK ID 20260423220642NAL0002763251041

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Right Step Mortgage 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 RIGHT STEP 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