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Sponsor portfolio

MGM LENDERS, INC.

EIN 13-4281691-financial services-Latest filing 2025
Plans
2
Retirement
2
$274K assets
Welfare
0
Participants
12
1912 N. BROADWAY STE 102 - SANTA ANA, CA 92706866-315-4700LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001TraditionalDB-$237K - 6 part#002401k-$37K - 6 part

Retirement portfolio analytics

2 plans aggregated / $274K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • DEFINED BENEFIT PENSION (#001)87%
  • PROFIT SHARING PLAN (#002)13%
Total $274KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)6
  • PROFIT SHARING PLAN (#002)6
Total 12Click 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

MGM LENDERS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$237K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MGM LENDERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$37K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MGM LENDERS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$237K62025
002MGM LENDERS, INC. 401(K) PROFIT SHARING PLAN401k$37K62025
Retirement plans
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