How big is Bear River Mortgage Co.'s plan?

Bear River Mortgage Co.'s plan reported $226K in assets and 26 participants for 2024.

Original filing (PDF)20250715161121NAL0001457987001

Bear River Mortgage Co.

Name: Bear River Mortgage Co. — Bear River Mortgage Co., Form 5500 (2024)
Creator: Bear River Mortgage Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear River Mortgage Co. 401(k) Plan

401(k) retirement plan · Bear River Mortgage Co.'s Bear River Mortgage Co. 401(k) Plan held $226K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Rick KOOI signed Bear River Mortgage Co.'s 2024 Form 5500 as plan administrator.

Rick KOOI — 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

Bear River Mortgage Co.'s EIN is 91-1752752.

EIN 91-1752752

Plan number 001

Plan year 2024

ACK ID 20250715161121NAL0001457987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bear River Mortgage Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bear River Mortgage Co.'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 BEAR RIVER MORTGAGE CO..

Finding similar companies…

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