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: 512
- Total Participants: 0
- Total Assets: $9.7M
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 | $9.7M | $0 | $0 |
| 2023 | 0 | $10.5M | $0 | $0 |
| 2022 | 0 | $10.1M | $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 | $49,902 | — | $49,902 |
| NEWPORT TRUST COMPANY | Other Service Provider | $25,885 | — | $25,885 |
| BANK OF AMERICA | Other Service Provider | $24,027 | — | $24,027 |
| MOSS ADAMS LLP | Other Service Provider | $15,225 | — | $15,225 |
| COLUMBIA MANAGEMENT INVESTMENT ADV. | Other Service Provider | $13,211 | — | $13,211 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,250
- Estimated Expense Ratio: 1.326% 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 | $188,439 | $13,211 | $75,787 | $15,225 | — |
| 2023 | $99,837 | $13,073 | $62,796 | — | — |
| 2022 | $132,242 | $14,168 | $42,954 | — | $75,012 |