What public Form 5500 filings show about the Mortgage Research Center LLC 401(k) plan — and how to find and check your own account.
Mortgage Research Center LLC (EIN 43-1965151) reports VETERANS UNITED HOME LOANS 401(K) PLAN on its most recent Form 5500, with $484.6M in plan assets across 4,232 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Mortgage Research Center LLC filing — schedules, fees, and providers.
Mortgage Research Center LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Mortgage Research Center LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, FORVIS MAZARS LLP, MILLIMAN, UBS FUNANCIAL, CHARLES SCHWAB & CO.
