Plan Snapshot
- Plan Sponsor: Umansky Umg, LLC Dba Umansky Motor Cars
- Sponsor EIN: 810685770
- Sponsor Address: 1400 WEST SILVER SPRING DR, MILWAKEE, WI, 53209
- Plan Type: 401(k)
- Total Participants: 882
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 882 | $19.2M | $418,798 | $1.6M |
| 2023 | 862 | $18.1M | $344,463 | $1.6M |
| 2022 | 1,000 | $14.8M | $412,485 | $1.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | INVESTMENT ADVISORY | $55,375 | — | $55,375 |
| MY BENEFITS, LLC | CONTRACT ADMIN | $6,860 | $8,904 | $15,764 |
| HENDERSON, HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,139
- Estimated Expense Ratio: 0.371% of plan assets
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 | $124,842 | $124,842 | — | — | — |
| 2023 | $104,549 | $104,549 | — | — | — |
| 2022 | $69,743 | — | — | — | $69,743 |