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Sponsor portfolio

FAMILY FIRST MORTGAGE GROUP

EIN 37-1667095-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
10
10 INDIAN RIDGE ROAD - NATICK, MA 01760781-538-6920
Plans on this EIN
2 filings
#001TraditionalDB-$4.0M - 4 part#002401k-$1.0M - 6 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DEFINED BENEFIT PLAN (#001)79%
  • MORTGAGE GROUP 401(K) (#002)21%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORTGAGE GROUP 401(K) (#002)6
  • DEFINED BENEFIT PLAN (#001)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FAMILY FIRST MORTGAGE GROUP DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FAMILY FIRST MORTGAGE GROUP 401(K) PLAN

401k

Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY FIRST MORTGAGE GROUP DEFINED BENEFIT PLANTraditionalDB$4.0M42025
002FAMILY FIRST MORTGAGE GROUP 401(K) PLAN401k$1.0M62025
Retirement plans
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