· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UNIVERSAL MORTGAGE & FINANCE, IN — UNIVERSAL MORTGAGE & FINANCE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250526051537NAL0014252562001
UNIVERSAL MORTGAGE & FINANCE, IN
Form 5500-SF
FILING_RECEIVED
UNIVERSAL MORTGAGE & FINANCE 401(K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
22
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNIVERSAL MORTGAGE & FINANCE, IN
.
Find decision makers
Plan sponsor
Name
UNIVERSAL MORTGAGE & FINANCE, IN
EIN
52-2276553
Address
2450 RIVA ROAD, STE 202 · ANNAPOLIS, MD · 21401
Phone
(410) 279-1736
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
EMI EQUITY MORTGAGE, INC.
EMI EQUITY MORTGAGE, INC. RETIREMENT PLAN
$1.9M · 38 participants
FIRST EQUITY MORTGAGE BANKERS, INC.
FIRST EQUITY MORTGAGE BANKERS 401(K) PR PLAN
$1.9M · 81 participants
COLORADO HOME MORTGAGES
COLORADO HOME MORTGAGES 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 7 participants
E MORTGAGE FUNDING, LLC
E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN
$1.9M · 226 participants
SUGARMAPLE PRODUCTIONS, INC.
SUGARMAPLE PRODUCTIONS, INC. & AFF COS DEFINED BENEFIT PENSION PLAN
80
Knocking points off
55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 2 participants
SOUTH WIND FINANCIAL, INC.
SOUTH WIND FINANCIAL 401(K) PLAN
$1.9M · 37 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
