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Sponsor portfolio

UNITED AMERICAN SECURITIES INC.

EIN 13-3426521-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
11
655 THIRD AVENUE STE 2906, SUITE 2906 - NEW YORK, NY 10017212-983-5822
Plans on this EIN
2 filings
#001401k-$4.4M - 7 part#002TraditionalDB-$2.8M - 4 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#001)61%
  • PLAN AND TRUST (#002)39%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)7
  • PLAN AND TRUST (#002)4
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED AMERICAN SECURITIES INC. 401(K) PLAN AND TRUST

401k

Assets$4.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$2.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED AMERICAN SECURITIES INC. 401(K) PLAN AND TRUST401k$4.4M72025
002UNITED AMERICAN SECURITIES INC. DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$2.8M42025
Retirement plans
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