Mortgage Connect Lp 401(k) Plan: Login, Facts & Contact Information
Mortgage Connect Lp 401(k) Login
214 former Mortgage Connect Lp employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Mortgage Connect Lp 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.09 million went into the plan in contributions, $218,098 of it from the employer (7%).
- $2.02 million was paid out to participants.
- Investment and other income added $1.83 million.
- Administrative expenses were $134,060, about $129 per account.
How the Mortgage Connect Lp 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 445 | $2.89 million | $127,978 | $103,469 |
| 2020 | 528 | $5.99 million | $195,249 | $282,092 |
| 2021 | 1,672 | $11.8 million | $779,923 | $997,471 |
| 2022 | 2,573 | $12.1 million | $1.17 million | $3.43 million |
| 2023 | 1,715 | $13.0 million | — | $3.67 million |
| 2024 | 959 | $16.0 million | $218,098 | $2.02 million |
Mortgage Connect Lp 401(k) Contact Information
Questions about the Mortgage Connect Lp 401(k)
Does Mortgage Connect Lp contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $218,098, 7% of all contributions.
Does the Mortgage Connect Lp 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Mortgage Connect Lp 401(k) plan?
959 participants at the start of plan year 2024, 897 of them active employees, and 214 former employees who still had money in the plan.
What is the average 401(k) balance at Mortgage Connect Lp?
About $15,403 per account: $16.0 million in plan assets across 1,036 accounts with a balance at the end of plan year 2024.
Who manages the Mortgage Connect Lp 401(k) accounts?
Capital Group / American Funds (listed on the filing as COURY FIRM ASSET MANAGEMENT LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Mortgage Connect Lp. How do I access my 401(k)?
Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.