Original filing (PDF)20250115170351NAL0044501618001

URBANPOINTE LENDING

Name: URBANPOINTE LENDING — URBANPOINTE LENDING 401(K) PLAN, Form 5500 (2024)
Creator: URBANPOINTE LENDING

Form 5500-SF

FILING_RECEIVED

URBANPOINTE LENDING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URBANPOINTE LENDING.

Plan sponsor

Name

URBANPOINTE LENDING

EIN

83-1031065

Address

9480 S EASTERN AVE STE 274 · LAS VEGAS, NV · 891238000

Phone

(702) 625-7799

Industry

Finance & Insurancesee all

Plan administrator

Name

401GO, INC.

EIN

84-2925395

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-15

Pension benefit codes

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)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ALMA FINANCIAL ASSISTANCE CORP

ALMA FINANCIAL ASSISTANCE CORP 401(K) PROFIT SHARING PLAN & TRUST

$0 · 7 participants

SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS

CAPITAL MORTGAGE SERVICES RETIREMENT PLAN

ABREHET 2014, CORP.

ABREHET 2014 401(K) PLAN

STACKSOURCE, INC.

STACKSOURCE 401(K) PLAN

LIVING YOUR DREAMS LLC

LIVING YOUR DREAMS LLC 401K PLAN