How big is Mortimer & Wallace LLC's plan?

Mortimer & Wallace LLC's plan reported $66K in assets and 60 participants for 2024.

Original filing (PDF)20250819120857NAL0001144099001

Mortimer & Wallace LLC

Name: Mortimer & Wallace LLC — Mortimer & Wallace LLC, Form 5500 (2024)
Creator: Mortimer & Wallace LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mortimer & Wallace LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Mortimer & Wallace LLC's Mortimer & Wallace LLC 401(k) Profit Sharing Plan & Trust held $66K in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Daisy Aguilar signed Mortimer & Wallace LLC's 2024 Form 5500 as plan administrator.

Daisy Aguilar — 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

Mortimer & Wallace LLC's EIN is 95-2014661.

EIN 95-2014661

Plan number 001

Plan year 2024

ACK ID 20250819120857NAL0001144099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mortimer & Wallace LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mortimer & Wallace LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORTIMER & WALLACE 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