How big is City First Mortgage Services' plan?

City First Mortgage Services' plan reported $2.8M in assets and 221 participants for 2024.

Original filing (PDF)20250527180137NAL0016496306001

City First Mortgage Services

Name: City First Mortgage Services — City First Mortgage, Form 5500 (2024)
Creator: City First Mortgage Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

City First Mortgage Services Retirement Plan

401(k) retirement plan · City First Mortgage Services' City First Mortgage Services Retirement Plan held $2.8M in plan assets for 221 participants in 2024.

Signals · 1

No auditor on file

Active participants

221

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Linnea Slade signed City First Mortgage Services' 2024 Form 5500 as plan administrator.

Linnea Slade — 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

City First Mortgage Services' EIN is 87-0515745.

EIN 87-0515745

Plan number 001

Plan year 2024

ACK ID 20250527180137NAL0016496306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for City First Mortgage Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

City First Mortgage Services' 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 CITY FIRST MORTGAGE SERVICES.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score