Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UPTOWN MORTGAGE, LLC
EIN 84-1526896financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
22
1350 LAWRENCE ST., SUITE 100 - DENVER, CO 80204303-839-5262uptownmortgage.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 22 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#001
UPTOWN MORTGAGE, LLC 401(K) PLAN
401k
Assets$1.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UPTOWN MORTGAGE, LLC CASH BALANCE PLAN
CashBalance
Assets$42K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPTOWN MORTGAGE, LLC 401(K) PLAN | 401k | $1.1M | 14 | 2025 | |
| 002 | UPTOWN MORTGAGE, LLC CASH BALANCE PLAN | CashBalance | $42K | 8 | 2025 |
Retirement plans