U & M Enterprises, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$13.1M$0$0
20241$12.0M$0$0
20231$10.5M$0$0

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