Primary Residential Mortgage, Inc. 401(k) Plan: Login, Facts & Contact Information
Primary Residential Mortgage, Inc. 401(k) Login
612 former Primary Residential Mortgage, Inc. employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper. Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Primary Residential Mortgage, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Feb 2, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.81 million went into the plan in contributions, $984,896 of it from the employer (17%).
- $9.68 million was paid out to participants.
- Investment and other income added $6.98 million.
- Administrative expenses were $468,480, about $287 per account.
How the Primary Residential Mortgage, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 3,928 | $64.9 million | $2.09 million | $5.25 million |
| 2020 | 3,225 | $84.6 million | $3.08 million | $5.38 million |
| 2021 | 2,509 | $100.1 million | $3.34 million | $10.1 million |
| 2022 | 2,639 | $82.7 million | $2.36 million | $13.9 million |
| 2023 | 3,513 | $79.2 million | $699,380 | $19.1 million |
| 2024 | 1,774 | $81.7 million | $984,896 | $9.68 million |
Primary Residential Mortgage, Inc. 401(k) Contact Information
Questions about the Primary Residential Mortgage, Inc. 401(k)
Does Primary Residential Mortgage, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $984,896, 17% of all contributions.
Does the Primary Residential Mortgage, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Primary Residential Mortgage, Inc 401(k) plan?
1,774 participants at the start of plan year 2024, 1,066 of them active employees, and 612 former employees who still had money in the plan.
What is the average 401(k) balance at Primary Residential Mortgage, Inc?
About $50,020 per account: $81.7 million in plan assets across 1,634 accounts with a balance at the end of plan year 2024.
Who manages the Primary Residential Mortgage, Inc 401(k) accounts?
EXPERTPLAN, INC. is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Primary Residential Mortgage, Inc. How do I access my 401(k)?
Your account stays with EXPERTPLAN, INC. 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.