Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOP ONE MORTGAGE
EIN 20-8114158Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 33 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOP ONE MORTGAGE 401(K) PLAN
401k
Assets$1.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TOP ONE MORTGAGE DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$635K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOP ONE MORTGAGE 401(K) PLAN | 401k | $1.5M | 22 | 2025 | |
| 001 | TOP ONE MORTGAGE DEFINED BENEFIT PENSION PLAN | CashBalance | $635K | 11 | 2025 |
Retirement plans