Assets by plan
Share of aggregate retirement assets
Filings through .
Mott Equity Exchange
EIN 45-0169330Retail TradeLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Health & Benefits
0
Participants
48
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 48 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UBG 401(K) - MOTT EQUITY EXCHANGE
401(k)
Assets$746K
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UBG 401(K) - MOTT EQUITY EXCHANGE
401(k)
Assets$640K
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UBG 401(K) - MOTT EQUITY EXCHANGE | 401(k) | $746K | 22 | 2025 |
| #002 | UBG 401(K) - MOTT EQUITY EXCHANGE | 401(k) | $640K | 26 | 2024 |
- #001 · 401(k) · 202522
- #002 · 401(k) · 202426
Retirement plans