Original filing (PDF)20260227220951NAL0000424211005

The Mortgage Source LLC

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

Form 5500-SF

FILING_RECEIVED

The Mortgage Source LLC 401(k) Plan

401(k) retirement plan · The Mortgage Source LLC's The Mortgage Source LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed The Mortgage Source LLC's 2025 Form 5500 as plan administrator.

QIAN LIU — 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

The Mortgage Source LLC's EIN is 92-1072274.

EIN 92-1072274

Plan number 001

Plan year 2025

ACK ID 20260227220951NAL0000424211005

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Mortgage Source LLC'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 THE MORTGAGE SOURCE LLC.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off