How big is Mortgage Trust, Inc.'s plan?

Mortgage Trust, Inc.'s plan reported $172K in assets and 17 participants for 2024.

Original filing (PDF)20250626145853NAL0005200787001

Mortgage Trust, Inc.

Name: Mortgage Trust, Inc. — Mortgage Trust 401(k) Plan, Form 5500 (2024)
Creator: Mortgage Trust, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mortgage Trust 401(k) Plan

401(k) retirement plan · Mortgage Trust, Inc.'s Mortgage Trust 401(k) Plan held $172K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

People on this filing

Darren Davidson signed Mortgage Trust, Inc.'s 2024 Form 5500 as plan administrator.

Darren Davidson — 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 Trust, Inc.'s EIN is 93-1301081.

EIN 93-1301081

Plan number 002

Plan year 2024

ACK ID 20250626145853NAL0005200787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mortgage Trust, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mortgage Trust, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TRUST, INC..

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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