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Sponsor portfolioTH

UNITED METHODIST MEMORIAL HOME

EIN 35-0877581-medical practice-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
647
801 N HUNTINGTON AVE - WARREN, IN 46792260-375-2201LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#002ProfitSharing-$5.5M - 647 part#001401k-$636 - 0 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 647 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • POINTE COMMUNITIES 403(B) (#002)100%
  • UMMH 401(K) (#001)0%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POINTE COMMUNITIES 403(B) (#002)647
Total 647Click 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

HERITAGE POINTE COMMUNITIES 403(B) PLAN

ProfitSharing

Assets$5.5M
Participants647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UMMH 401(K) PLAN

401k

Assets$636
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HERITAGE POINTE COMMUNITIES 403(B) PLANProfitSharing$5.5M6472024
001UMMH 401(K) PLAN401k$63602024
Retirement plans
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