Acrisure Mortgage LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Acrisure Mortgage LLC (EIN 203702275)
  • Plan Type: 401(k)
  • Total Participants: 752
  • Total Assets: $53.0M
  • Sponsor State: FL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024752$53.0M$1.3M$4.6M
2023659$51.0M$1.3M$4.8M
2022657$43.5M$1.9M$5.9M

Service Providers

  • RICHEY, MAY & CO, LLP — Accountant / Independent Qualified Public Accountant

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