How big is Elite Mortgage Group LLC's plan?

Elite Mortgage Group LLC's plan reported $11K in assets and 5 participants for 2024.

Original filing (PDF)20250721094431NAL0000561027001

Elite Mortgage Group LLC

Name: Elite Mortgage Group LLC — Elite Mortgage Group LLC, Form 5500 (2024)
Creator: Elite Mortgage Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elite Mortgage Group LLC 401(k) Plan

401(k) retirement plan · Elite Mortgage Group LLC's Elite Mortgage Group LLC 401(k) Plan held $11K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Marcus Bowie signed Elite Mortgage Group LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Elite Mortgage Group LLC's EIN is 92-3670921.

EIN 92-3670921

Plan number 001

Plan year 2024

ACK ID 20250721094431NAL0000561027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elite Mortgage Group 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 ELITE MORTGAGE GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ELITE MORTGAGE GROUP LLC

EIN

all filings

Address

300 ELM ST · UNIT 2 · MILFORD, NH · 03055

Phone

(603) 203-9916

Industry

Finance & Insurance

Plan administrator