Sponsor portfolio
UPWELL MORTGAGE INC
EIN 82-4693155financial servicesLatest filing 2024
Plans
1
Retirement
1
$2K assets
Welfare
0
Participants
5
800 BELLEVUE WAY NE STE 500 - BELLEVUE, WA 980044289425-891-2200upwellmortgage.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPWELL MORTGAGE INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2K | 5 | 2024 |
Retirement plans