Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED MORTGAGE CORPORATION OF AMERICA
EIN 91-1676322Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$286K assets
Welfare
0
Participants
4
18274 CUMULUS CT. - SANTA CLARITA, CA 91350805-530-1199
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $286K assets / 4 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
UNITED MORTGAGE CORPORATION DEFINED BENEFIT PLAN
TraditionalDB
Assets$230K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
UNITED MORTGAGE CORPORATION OF AMERICA 401(K) PROFIT SHARING PLAN
401k
Assets$56K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNITED MORTGAGE CORPORATION DEFINED BENEFIT PLAN | TraditionalDB | $230K | 2 | 2024 | |
| 001 | UNITED MORTGAGE CORPORATION OF AMERICA 401(K) PROFIT SHARING PLAN | 401k | $56K | 2 | 2024 |
Retirement plans