How big is Eureka Mortgage Planning LLC's plan?

Eureka Mortgage Planning LLC's plan reported $546K in assets and 19 participants for 2025.

Original filing (PDF)20260504220648NAL0000329553030

Eureka Mortgage Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Eureka Mortgage Planning LLC 401(k) Plan

401(k) retirement plan · Eureka Mortgage Planning LLC's Eureka Mortgage Planning LLC 401(k) Plan held $546K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

Plan identifiers

Eureka Mortgage Planning LLC's EIN is 92-1689333.

EIN 92-1689333

Plan number 001

Plan year 2025

ACK ID 20260504220648NAL0000329553030

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Eureka Mortgage Planning 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 EUREKA MORTGAGE PLANNING 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