Plan Snapshot
- Plan Sponsor: Um Holdings, Ltd
- Sponsor EIN: 221982496
- Sponsor Address: 56 N. HADDON AVENUE, FLR 3, HADDONFIELD, NJ, 08033
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 31
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 31 | $8.9M | $18,458 | $176,610 |
| 2022 | 31 | $8.5M | $20,493 | $207,400 |