Plan Snapshot
- Plan Sponsor: New United Motor Manufacturing, INC.
- Sponsor EIN: 942930678
- Sponsor Address: 515 S. FIGUEROA STREET, SUITE 1750, LOS ANGELES, CA, 90071
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 0
- Total Assets: $48.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $48.8M | $0 | $0 |
| 2023 | 0 | $50.3M | $0 | $0 |
| 2022 | 0 | $48.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $171,405 | — | $171,405 |
| NEWPORT TRUST COMPANY | Other Service Provider | $124,115 | — | $124,115 |
| BANK OF AMERICA | Custodian / Trustee | $70,562 | — | $70,562 |
| COLUMBIA MANAGEMENT INVESTMENT ADV. | Other Service Provider | $63,882 | — | $63,882 |
| MOSS, ADAMS LLP | Other Service Provider | $15,225 | — | $15,225 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $445,189
- Estimated Expense Ratio: 0.913% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $445,229 | $63,882 | $295,520 | $15,225 | — |
| 2023 | $361,858 | $62,636 | $229,835 | — | — |
| 2022 | $459,587 | $67,132 | $145,259 | — | $247,196 |