AUMdb

Umortgage Llc 401(k) Plan

Sponsored by Premier Processing Llc · EIN 811231555 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
368
With balances
211

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $47,799
Northwestern Mutual Investment Serv Other services, Other commissions $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0