How big is Mortgage Workflow Partners Inc.'s plan?

Mortgage Workflow Partners Inc.'s plan reported $145K in assets and 19 participants for 2025.

Original filing (PDF)20260424221128NAL0006182497010

Mortgage Workflow Partners Inc.

Name: Mortgage Workflow Partners Inc. — Mortgage Workflow, Form 5500 (2025)
Creator: Mortgage Workflow Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mortgage Workflow Partners Inc. 401(k) Plan

401(k) retirement plan · Mortgage Workflow Partners Inc.'s Mortgage Workflow Partners Inc. 401(k) Plan held $145K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

Plan identifiers

Mortgage Workflow Partners Inc.'s EIN is 87-2708557.

EIN 87-2708557

Plan number 001

Plan year 2025

ACK ID 20260424221128NAL0006182497010

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Mortgage Workflow Partners Inc.'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 MORTGAGE WORKFLOW PARTNERS INC..

Finding similar companies…

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