# Umgc Ventures, INC. 401(k) Plan
Source: https://planprovider.pro/companies/umgc-ventures-inc-401k-plan

> Umgc Ventures, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Umgc Ventures, INC.

- **Sponsor EIN:** 812898004

- **Sponsor Address:** 7315 WISCONSIN AVENUE, SUITE 400, BETHESDA, MD, 20814

- **Plan Type:** 401(k)

- **Total Participants:** 170

- **Total Assets:** $21.5M

## 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|170|$21.5M|$1.7M|$1.6M|

| 2023|168|$17.9M|$1.4M|$1.3M|

| 2022|152|$14.2M|$1.4M|$1.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$76,083|—|$76,083|

| MML INVESTORS SERVICES, LLC|INVESTMENT ADVISORY|—|$34,642|$34,642|

| TRIBRIDGE PARTNERS FINANCIAL LLC|INVESTMENT ADVISORY|—|$22,284|$22,284|

| RETIREMENT BENEFIT SOLUTIONS|CONTRACT ADMINISTRATOR|$50|$8,974|$9,024|

| GELMAN, ROSENBERG & FREEDMAN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MML INVESTORS SERVICES, LLC](https://planprovider.pro/provider/mml-investors-services-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $142,033

- **Estimated Expense Ratio:** 0.660% 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|$76,133|—|$76,133|—|—|

| 2023|$57,654|—|$57,654|—|—|

| 2022|$17,163|—|$17,163|—|—|

## Similar Plans

- [American Registry Of Pathology](https://planprovider.pro/companies/american-registry-of-pathology-403b-plan) — 172 participants

- [Goodwill Industries International, INC.](https://planprovider.pro/companies/goodwill-industries-international-inc-403b-plan) — 168 participants

- [Global Communities](https://planprovider.pro/companies/global-communities-401k-plan) — 174 participants

- [Woodmont Country Club](https://planprovider.pro/companies/woodmont-country-club-401k-plan) — 181 participants

- [National Association For The Advancement Of Colored People](https://planprovider.pro/companies/national-association-for-the-advancement-of-colored-people-401k-plan) — 184 participants

- [Abilities Network, INC.](https://planprovider.pro/companies/abilities-network-inc-403b-plan) — 189 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/umgc-ventures-inc-401k-plan)

© 2026 PlanProvider.Pro