Sponsor portfolio
COLDWELL BANKER UPCHURCH REALTY
EIN 58-2411311Latest filing 2025
Plans
2
Retirement
1
$898K assets
Welfare
1
Participants
26
2405 W. BROAD ST, STE 150 - ATHENS, GA 30606706-543-4000
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPCHURCH REALTY 401(K) PLAN
401k
Assets$898K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
COLDWELL BANKER UPCHURCH REALTY GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPCHURCH REALTY 401(K) PLAN | 401k | $898K | 20 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COLDWELL BANKER UPCHURCH REALTY GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans