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Sponsor portfolio

UNITED AMERICAN MORTGAGE

EIN 33-0547244-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
3
$10.1M assets
Welfare
0
Participants
93
3198-F AIRPORT LOOP DRIVE - COSTA MESA, CA 92626949-250-1300
Plans on this EIN
3 filings
#002TraditionalDB-$4.8M - 26 part#001401k-$4.2M - 35 part#003ProfitSharing-$1.1M - 32 part

Retirement portfolio analytics

3 plans aggregated / $10.1M assets / 93 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • DEFINED BENEFIT PENSION (#002)47%
  • 401(K) RETIREMENT PLAN (#001)42%
  • PROFIT SHARING PLAN (#003)11%
Total $10.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)35
  • PROFIT SHARING PLAN (#003)32
  • DEFINED BENEFIT PENSION (#002)26
Total 93Click 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#002

UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.8M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

UNITED AMERICAN MORTGAGE 401(K) RETIREMENT PLAN

401k

Assets$4.2M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

UNITED AMERICAN MORTGAGE CORPORATION PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002UNITED AMERICAN MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLANTraditionalDB$4.8M262024
001UNITED AMERICAN MORTGAGE 401(K) RETIREMENT PLAN401k$4.2M352025
003UNITED AMERICAN MORTGAGE CORPORATION PROFIT SHARING PLANProfitSharing$1.1M322024
Retirement plans
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