# Umatilla-Morrow Head Start, INC. 403(b) Plan
Source: https://planprovider.pro/companies/umatilla-morrow-head-start-inc-plan-002

> Umatilla-Morrow Head Start, INC.'s 403(b) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SECURITIES AMERICA ADVISORS, INC.|INVESTMENT ADVISOR|$22,482|—|$22,482|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$13,618|—|$13,618|

| PETERSEN ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PETERSEN ADVISORS](https://planprovider.pro/provider/petersen-cpas-and-advisors-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,100

- **Estimated Expense Ratio:** 0.586% 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|$43,656|—|—|—|—|

| 2023|$28,868|—|—|—|—|

| 2022|$17,540|—|—|—|—|

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