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  2. A1 RESIDENTIAL MORTGAGE INC 401K
Sponsor portfolio

A1 RESIDENTIAL MORTGAGE INC 401K

EIN 68-0555029-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
10
3645 NW JOHN OLSEN PLACE - HILLSBORO, OR 97124503-381-4179
Plans on this EIN
2 filings
#001401k-$3.0M - 5 part#002CashBalance-$2.4M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • MORTGAGE INC 401K (#001)55%
  • PLAN AND TRUST (#002)45%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORTGAGE INC 401K (#001)5
  • PLAN AND TRUST (#002)5
Total 10Click 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#001

A1 RESIDENTIAL MORTGAGE INC 401K

401k

Assets$3.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

A1 RESIDENTIAL MORTGAGE, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$2.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001A1 RESIDENTIAL MORTGAGE INC 401K401k$3.0M52025
002A1 RESIDENTIAL MORTGAGE, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$2.4M52024
Retirement plans
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