Movement Mortgage 401(k) plan

Movement Mortgage, LLC, Indian Land, SC. EIN 26-0595342. Annual reports 2009–2024. Also filed as New American Mortgage, LLC.

Movement Mortgage, LLC has one active retirement plan on file, the Movement Mortgage 401(k) Plan, with 4,719 participants and $334 million in assets in 2024. Principal has been its recordkeeper since 2017. No traditional pension plan appears in Movement Mortgage's filings since 2009.

Active plans: 1
Participants: 4,719
Plan assets: $334 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Finance and insurance

The plan

Movement Mortgage 401(k) Plan

401(k)Active

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

Plan number: 001Employer EIN 26-0595342
Participants (2024): 4,719
Net assets (2024): $334 million
Recordkeeper: PrincipalEarlier: John Hancock (2014–2016), ADP (2013)
Plan administrator: Movement Mortgage, LLC
8024 Calvin Hall Road, Suite 200
Indian Land, SC 29707
(704) 271-2100As filed for 2024
In effect since: January 1, 2008

Earlier sponsor: New American Mortgage, LLC (2009–2012).

Earlier plan names: New American Mortgage 401(k) Plan; New American Mortgage 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,719	$334 million	Principal
2023	5,378	$292 million	Principal
2022	5,331	$230 million	Principal
2021	5,386	$254 million	Principal
2020	4,383	$185 million	Principal
2019	3,810	$133 million	Principal
2018	3,920	$96.5 million	Principal
2017	4,514	$92.5 million	Principal
2016	3,775	$52.8 million	John Hancock
2015	2,231	$27.5 million	John Hancock
2014	1,666	$15.7 million	John Hancock
2013	1,341	$9.5 million	ADP
2012	816	$4.1 million	not listed
2011	422	$1.5 million	not listed
2010	183	$600,682	not listed
2009	58	$167,312	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Movement Mortgage 401(k) 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 ((704) 271-2100). 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.

The plan

Movement Mortgage 401(k) Plan

If you had money in one of these plans

What these numbers are

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