Plan Snapshot
- Plan Sponsor: U & M Enterprises, LLC
- Sponsor EIN: 842057561
- Sponsor Address: 4408 N. 12TH STREET, STE 200, PHOENIX, AZ, 85014
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 3 | $13.1M | $0 | $0 |
| 2024 | 1 | $12.0M | $0 | $0 |
| 2023 | 1 | $10.5M | $0 | $0 |