# U & M Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/u-m-enterprises-llc-842057561-001

> U & M Enterprises, LLC's 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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)

- **Plan Number:** 001

- **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|

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