Plan Snapshot
- Plan Sponsor: Uma Education, INC.
- Sponsor EIN: 472578950
- Sponsor Address: 9309 N. FLORIDA AVE., TAMPA, FL, 33612
- Plan Type: 401(k)
- Total Participants: 3,151
- Total Assets: $55.9M
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. |
|---|---|---|---|---|
| 2024 | 3,151 | $55.9M | $2.2M | $7.8M |
| 2023 | 1,958 | $44.4M | $1.5M | $5.8M |
| 2022 | 1,613 | $30.5M | $817,826 | $5.1M |
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 |
|---|---|---|---|---|
| SYMPHONA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $138,022 | — | — | — | — |
| 2023 | $215,670 | — | — | — | — |
| 2022 | $67,402 | — | — | — | — |