How big is Dovetail Mortgage LLC's plan?

Dovetail Mortgage LLC's plan reported $127K in assets and 18 participants for 2025.

Original filing (PDF)20260424083235NAL0003027795001

Dovetail Mortgage LLC

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

Form 5500-SF

FILING_RECEIVED

Dovetail Mortgage LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Dovetail Mortgage LLC's Dovetail Mortgage LLC 401(k) Profit Sharing Plan & Trust held $127K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

Plan identifiers

Dovetail Mortgage LLC's EIN is 86-1361867.

EIN 86-1361867

Plan number 001

Plan year 2025

ACK ID 20260424083235NAL0003027795001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Dovetail Mortgage 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 DOVETAIL MORTGAGE LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off