Fairway Independent Mortgage 401(k) and retirement plans

Fairway Independent Mortgage Corporation, Madison, WI. EIN 76-0503625. Annual reports 2009–2024.

Fairway Independent Mortgage Corporation has 2 active retirement plans on file. The largest is the Fairway Mortgage Corp. Savings & Investment Plan, with 7,108 participants and $455 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Fairway Independent Mortgage's filings since 2009.

Active plans: 2
Participants: 13,223
Plan assets: $578 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Fairway Mortgage Corp. Savings & Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 76-0503625
Participants (2024): 7,108
Net assets (2024): $455 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Fairway Independent Mortgage Corporation
4750 S Biltmore Lane
Madison, WI 53718
(608) 837-4800As filed for 2024
In effect since: January 1, 1997

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,108	$455 million	Fidelity
2023	7,845	$436 million	Fidelity
2022	10,031	$397 million	Fidelity
2021	11,543	$438 million	Fidelity
2020	9,479	$313 million	Fidelity
2019	7,798	$219 million	Fidelity
2018	2,020	$29.8 million	Fidelity
2017	6,212	$118 million	Fidelity
2016	4,360	$72.5 million	Fidelity
2015	3,003	$45.4 million	Fidelity
2013	1,572	$22.5 million	Fidelity
2012	1,305	$15.7 million	Fidelity
2011	998	$11.5 million	Fidelity
2010	942	$9.7 million	Fidelity
2009	620	$6.3 million	Fidelity

Fairway Independent Mortgage Corporation Employee Stock Ownership

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 76-0503625
Participants (2024): 6,115
Net assets (2024): $123 million
Recordkeeper: Principal2020–2024
Plan administrator: Fairway Independent Mortgage Corporation
4750 S Biltmore Lane
Madison, WI 53718
(608) 837-4800As filed for 2024
In effect since: January 1, 2015

Earlier plan names: Fairway Independent Mortgage Corporation Employee Stock Ownership Plan.

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,115	$123 million	Principal
2023	8,175	$106 million	not listed
2022	11,204	$122 million	Principal
2021	11,534	$177 million	Principal
2020	9,543	$155 million	Principal
2019	8,035	$75.2 million	not listed
2018	7,524	$37.0 million	not listed
2017	3,481	$26.2 million	not listed
2016	4,089	$14.5 million	not listed
2015	1,281	$2.4 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Fairway Mortgage Corp. Savings & Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((608) 837-4800). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Fairway Mortgage Corp. Savings & Investment Plan

Fairway Independent Mortgage Corporation Employee Stock Ownership

If you had money in one of these plans

What these numbers are

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