Plan Snapshot
- Plan Sponsor: Umc Group (Usa)
- Sponsor EIN: 770468157
- Sponsor Address: 488 DEGUIGNE DR, SUNNYVALE, CA, 94085
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $43.7M
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 | 73 | $43.7M | $311,444 | $1.4M |
| 2023 | 61 | $37.3M | $319,060 | $1.4M |
| 2022 | 56 | $33.0M | $274,402 | $1.2M |
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 |
|---|---|---|---|---|
| THE PUN GROUP, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE PUN GROUP, LLP — 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 | $82,960 | $5,236 | — | — | — |
| 2023 | -$24,237 | $3,874 | — | — | — |
| 2022 | -$10,194 | $1,946 | — | — | — |