Filings through .
Sponsor portfolio
Mortgage Financial Services, LLC
EIN 20-8468035financial servicesLatest filing 2025
Plans
1
Retirement
1
$6.2M assets
Welfare
0
Participants
103
2001 LAKESIDE PARKWAY - FLOWER MOUND, TX 75028225-293-6855mortgagefinancial.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORTGAGE FINANCIAL SERVICES 401(K) PLAN | 401(k) | $6.2M | 103 | 2025 |
Retirement plans
Welfare plans