Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED EXCHANGE CORPORATION
EIN 33-0574628consumer goodsLatest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
84
5836 CORPORATE AVE, SUITE 200 - CYPRESS, CA 90630562-926-3325ueccorp.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 84 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
UNITED EXCHANGE CORPORATION RETIREMENT PLAN
TraditionalDB
Assets$3.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
UNITED EXCHANGE CORP. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.9M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNITED EXCHANGE CORPORATION RETIREMENT PLAN | TraditionalDB | $3.9M | 11 | 2024 | |
| 001 | UNITED EXCHANGE CORP. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.9M | 73 | 2024 |
Retirement plans