# Investmark Mortgage, LLC DC Plan
Source: https://planprovider.pro/companies/investmark-mortgage-llc-plan

> Investmark Mortgage, LLC's DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investmark Mortgage, LLC

- **Sponsor EIN:** 271354880

- **Sponsor Address:** 14285 MIDWAY RD, SUITE 345, ADDISON, TX, 75001

- **Plan Type:** DC

- **Total Participants:** 5

- **Total Assets:** $265,397

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$265,397|$144,463|$0|

| 2023|5|$281,704|$34,596|$0|

| 2022|6|$257,030|$73,030|$0|

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