Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
UNITED PROPERTIES, INC.
EIN 81-0255658commercial real estateLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
34
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 34 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
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
MoneyPurchase
Assets$3.2M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST
401k
Assets$2.2M
Participants17
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 | MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST | MoneyPurchase | $3.2M | 17 | 2024 | |
| 003 | MONTANA CONTRACTORS ASSOC, INC. 401(K) RETIREMENT PLAN & TRUST | 401k | $2.2M | 17 | 2024 |
Retirement plans