How big is UNMB Home Loans Inc.'s plan?

UNMB Home Loans Inc.'s plan reported $9.2M in assets and 105 participants for 2024.

Original filing (PDF)20250326185939NAL0027398960001

UNMB Home Loans Inc.

Name: UNMB Home Loans Inc. — UNMB Home Loans Inc. 401(k), Form 5500 (2024)
Creator: UNMB Home Loans Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UNMB Home Loans Inc. 401(k) Retirement Plan

401(k) retirement plan · UNMB Home Loans Inc.'s UNMB Home Loans Inc. 401(k) Retirement Plan held $9.2M in plan assets for 105 participants in 2024.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Don Giorgio signed UNMB Home Loans Inc.'s 2024 Form 5500 as plan administrator.

Don Giorgio — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

UNMB Home Loans Inc.'s EIN is 11-2590182.

EIN 11-2590182

Plan number 001

Plan year 2024

ACK ID 20250326185939NAL0027398960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UNMB Home Loans Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UNMB Home Loans Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNMB HOME LOANS INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score