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United Mortgage Corp. 401(k) Plan

What public Form 5500 filings show about the United Mortgage Corp. 401(k) plan — and how to find and check your own account.

Plan assets
$11.1M
Participants
353
Plans on file
1

The United Mortgage Corp. 401(k) on its latest Form 5500

United Mortgage Corp. (EIN 11-3073502) reports UNITED MORTGAGE CORP 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $11.1M in plan assets across 353 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 United Mortgage Corp. filing — schedules, fees, and providers.

Who runs the United Mortgage Corp. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Mortgage Corp. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN PORTFOLIOS ADVISORS.

How to check your United Mortgage Corp. 401(k)

  • Log in to ADP’s participant portal (the site on your statements).
  • Ask United Mortgage Corp. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: United Mortgage Corp. — all Form 5500 filings (EIN 11-3073502) · New York employer EIN lookup · Form 5500 search
United Mortgage Corp. 401(k) Plan — Form 5500