How big is EZ Mortgage, LLC's plan?

EZ Mortgage, LLC's plan reported $370K in assets and 6 participants for 2024.

Original filing (PDF)20250415130205NAL0001431715001

EZ Mortgage, LLC

Name: EZ Mortgage, LLC — EZ Mortgage 401(k) Retirement, Form 5500 (2024)
Creator: EZ Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EZ Mortgage 401(k) Retirement Savings Plan

401(k) retirement plan · EZ Mortgage, LLC's EZ Mortgage 401(k) Retirement Savings Plan held $370K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

People on this filing

Matthew Wilkerson signed EZ Mortgage, LLC's 2024 Form 5500 as plan administrator.

Matthew Wilkerson — 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

EZ Mortgage, LLC's EIN is 87-0865317.

EIN 87-0865317

Plan number 001

Plan year 2024

ACK ID 20250415130205NAL0001431715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EZ Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EZ 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 EZ 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