How big is Uptown Mortgage, LLC's plan?

Uptown Mortgage, LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250527110447NAL0003989347001

Uptown Mortgage, LLC

Name: Uptown Mortgage, LLC — Uptown Mortgage, LLC 401(k), Form 5500 (2024)
Creator: Uptown Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uptown Mortgage, LLC 401(k) Plan

401(k) retirement plan · Uptown Mortgage, LLC's Uptown Mortgage, LLC 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Uptown Mortgage, LLC's EIN is 84-1526896.

EIN 84-1526896

Plan number 001

Plan year 2024

ACK ID 20250527110447NAL0003989347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Uptown Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Uptown Mortgage, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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