# The Mortgage Firm, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-mortgage-firm-inc-593345547-501

> The Mortgage Firm, INC.'s Health & Welfare plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mortgage Firm, INC.

- **Sponsor EIN:** 593345547

- **Sponsor Address:** 921 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 264

- **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|264|$0|$0|$0|

| 2024|147|$0|$0|$0|

| 2023|167|$0|$0|$0|

| 2022|235|$0|$0|$0|

## Similar Plans

- [Freedom Mortgage Corporation](https://planprovider.pro/companies/freedom-mortgage-corporation-223039688-501) — 3,533 participants

- [The Mortgage Firm, INC.](https://planprovider.pro/companies/the-mortgage-firm-inc-plan-001) — 327 participants

- [Mortgage Lenders Investment Trading Corporation](https://planprovider.pro/companies/mortgage-lenders-investment-trading-corporation-401k-plan) — 310 participants

- [Nqm Funding, LLC](https://planprovider.pro/companies/np-inc-401k-plan) — 239 participants

- [Data Mortgage, INC. Dba Essex Mortgage](https://planprovider.pro/companies/data-mortgage-inc-dba-essex-mortgage-330175937-501) — 179 participants

- [Archwell Essentials](https://planprovider.pro/companies/archwell-essentials-401k-plan) — 177 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-mortgage-firm-inc-593345547-501)

© 2026 PlanProvider.Pro