Original filing (PDF)20250729192907NAL0003856865001

UNITED MORTGAGE ADVISORS, INC.

Name: UNITED MORTGAGE ADVISORS, INC. — UNITED MORTGAGE ADVISORS, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: UNITED MORTGAGE ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

UNITED MORTGAGE ADVISORS, INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED MORTGAGE ADVISORS, INC.

EIN

83-2157640all filings

Address

5755 VAN CAMP ST · NORTH PORT, FL · 34291

Phone

(941) 483-6020

Industry