Roosevelt Mortgage Solutions LLC
Plan context: Roosevelt Mortgage Solutions 401(K) Plan
EIN 85-3641221 • Fort Worth, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$13,772
2025 Contributions
$187
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $13,772 | $0 | - |
| Roosevelt Mortgage Solutions 401(K) Plan | - | 3 | $13,772 | $0 | - |
| 2024 | 1 | 4 | $11,843 | $187 | $47iApproximate average salary by contribution assumption: employee only about $1,169 at 4% or $779 at 6%; with 50% employer match about $779 at 4% or $519 at 6%; with 100% employer match about $584 at 4% or $390 at 6%. |
| Roosevelt Mortgage Solutions 401(K) Plan | - | 4 | $11,843 | $187 | $47iApproximate average salary by contribution assumption: employee only about $1,169 at 4% or $779 at 6%; with 50% employer match about $779 at 4% or $519 at 6%; with 100% employer match about $584 at 4% or $390 at 6%. |
| 2023 | 1 | 3 | $10,379 | $3,694 | $1,231iApproximate average salary by contribution assumption: employee only about $30,783 at 4% or $20,522 at 6%; with 50% employer match about $20,522 at 4% or $13,681 at 6%; with 100% employer match about $15,392 at 4% or $10,261 at 6%. |
| Roosevelt Mortgage Solutions 401(K) Plan | - | 3 | $10,379 | $3,694 | $1,231iApproximate average salary by contribution assumption: employee only about $30,783 at 4% or $20,522 at 6%; with 50% employer match about $20,522 at 4% or $13,681 at 6%; with 100% employer match about $15,392 at 4% or $10,261 at 6%. |
| 2022 | 1 | 3 | $10,752 | $10,664 | $3,555iApproximate average salary by contribution assumption: employee only about $88,867 at 4% or $59,244 at 6%; with 50% employer match about $59,244 at 4% or $39,496 at 6%; with 100% employer match about $44,433 at 4% or $29,622 at 6%. |
| Roosevelt Mortgage Solutions 401(K) Plan | - | 3 | $10,752 | $10,664 | $3,555iApproximate average salary by contribution assumption: employee only about $88,867 at 4% or $59,244 at 6%; with 50% employer match about $59,244 at 4% or $39,496 at 6%; with 100% employer match about $44,433 at 4% or $29,622 at 6%. |