How big is Mortgage Collective, LLC's plan?

Mortgage Collective, LLC's plan reported $18K in assets and 4 participants for 2025.

Original filing (PDF)20260506220114NAL0002214993100

Mortgage Collective, LLC

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

Form 5500-SF

FILING_RECEIVED

Mortgage Collective 401(k) Plan

401(k) retirement plan · Mortgage Collective, LLC's Mortgage Collective 401(k) Plan held $18K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Elantha Barry signed Mortgage Collective, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Mortgage Collective, LLC's EIN is 92-3952863.

EIN 92-3952863

Plan number 001

Plan year 2025

ACK ID 20260506220114NAL0002214993100

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Mortgage Collective, 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 MORTGAGE COLLECTIVE, LLC.

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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