Plan Snapshot
- Plan Sponsor: Umatilla-Morrow Head Start, INC.
- Sponsor EIN: 930937286
- Sponsor Address: 110 NE 4TH STREET, HERMISTON, OR, 97838
- Plan Type: 403(b)
- Total Participants: 208
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 208 | $6.2M | $502,794 | $221,455 |
| 2023 | 209 | $6.1M | $485,308 | $239,112 |
| 2022 | 170 | $5.5M | $402,283 | $215,450 |
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 |
|---|---|---|---|---|
| PETERSEN ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETERSEN ADVISORS — 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 | $43,656 | — | — | — | — |
| 2023 | $28,868 | — | — | — | — |
| 2022 | $17,540 | — | — | — | — |