# Primary Residential Mortgage, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/primary-residential-mortgage-inc-860860478-501

> Primary Residential Mortgage, INC.'s Health & Welfare plan: 465 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Primary Residential Mortgage, INC.

- **Sponsor EIN:** 860860478

- **Sponsor Address:** 1480 NORTH 2200 WEST, SALT LAKE CITY, UT, 84116

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 465

- **Total Assets:** $0

## 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.|

| 2025|465|$0|$0|$0|

| 2024|459|$0|$0|$0|

| 2023|1,297|$0|$0|$0|

| 2022|1,462|$0|$0|$0|

## Similar Plans

- [Academy Mortgage Corporation](https://planprovider.pro/companies/academy-mortgage-corporation-401k-plan-001-6373) — 1,314 participants

- [Security National Financial Corp](https://planprovider.pro/companies/security-national-financial-corp-870345941-501) — 744 participants

- [Village Capital & Investment LLC](https://planprovider.pro/companies/village-capital-investment-llc-200192872-501) — 326 participants

- [Intercap Lending, INC.](https://planprovider.pro/companies/intercap-lending-inc-401k-plan) — 314 participants

- [First Colony Mortgage Corporation](https://planprovider.pro/companies/first-colony-mortgage-corporation-870415314-501) — 295 participants

- [Intercap Lending, INC.](https://planprovider.pro/companies/intercap-lending-inc-850260899-501) — 281 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/primary-residential-mortgage-inc-860860478-501)

© 2026 PlanProvider.Pro