Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
FIRST EQUITY MORTGAGE BANKERS, INC.
EIN 65-0782023Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
165
9300 S DADELAND BLVD, SUITE 500 - MIAMI, FL 33156305-666-3333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 165 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
FIRST EQUITY MORTGAGE BANKERS, INC. 401(K) US PLAN
401k
Assets$2.8M
Participants52
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FIRST EQUITY MORTGAGE BANKERS 401(K) PR PLAN
ProfitSharing
Assets$2.5M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST EQUITY MORTGAGE BANKERS, INC. 401(K) US PLAN | 401k | $2.8M | 52 | 2025 | |
| 001 | FIRST EQUITY MORTGAGE BANKERS 401(K) PR PLAN | ProfitSharing | $2.5M | 113 | 2025 |
Retirement plans