· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RIGHT START MORTGAGE, INC. — RIGHT START MORTGAGE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703153334NAL0001201808001
RIGHT START MORTGAGE, INC.
Form 5500-SF
FILING_RECEIVED
RIGHT START MORTGAGE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
298
Accounts w/ balance
89
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RIGHT START MORTGAGE, INC.
.
Find decision makers
Plan sponsor
Name
RIGHT START MORTGAGE, INC.
EIN
95-4234730
Address
80 SOUTH LAKE AVE. · SUITE 520 · PASADENA, CA · 91101
Phone
(800) 520-5626
Industry
Real Estate
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
ALLIANCE RESOURCES INC
ALLIANCE RESOURCES INC 401(K) PROFIT SHARING PLAN & TRUST
$3.9M · 20 participants
FRANKLIN WELDING SERVICE, INC.
FRANKLIN WELDING SERVICE, INC. 401(K) PLAN
$3.9M · 51 participants
FARMINGTON WOODS MASTER ASSOCIATION, INC.
FARMINGTON WOODS MASTER ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN
$3.9M · 41 participants
LAURELMEAD COOPERATIVE, INC.
LAURELMEAD COOPERATIVE 401K PLAN
$3.9M · 66 participants
LJS & ASSOCIATES, INC.
LJS & ASSOCIATES, INC. 401(K) P/S PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.9M · 12 participants
FORMATION DEVELOPMENT GROUP, LLC
FORMATION DEVELOPMENT GROUP, LLC 401K PLAN
$3.9M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
