# Umansky Umg, LLC Dba Umansky Motor Cars 401(k) Plan
Source: https://planprovider.pro/companies/umansky-umg-llc-dba-umansky-motor-cars-401k-plan

> Umansky Umg, LLC Dba Umansky Motor Cars's 401(k) plan: 882 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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