Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
24/7 MORTGAGE CORPORATION
EIN 36-4910738financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
22
9741 BOLSA AVENUE, SUITE 215 - WESTMINSTER, CA 92683714-310-664024-7mortgage.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
24/7 MORTGAGE CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$779K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
24/7 MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$757K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 24/7 MORTGAGE CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $779K | 10 | 2025 | |
| 001 | 24/7 MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $757K | 12 | 2025 |
Retirement plans