# Umh Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/umh-properties-inc-401k-plan

> Umh Properties, INC.'s 401(k) plan: 496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Umh Properties, INC.

- **Sponsor EIN:** 221890929

- **Sponsor Address:** 3499 ROUTE 9 SUITE 3-C, FREEHOLD, NJ, 077283277

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

- **Total Participants:** 496

- **Total Assets:** $34.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|496|$34.2M|$1.1M|$2.0M|

| 2023|446|$27.5M|$985,804|$1.9M|

| 2022|431|$24.0M|$999,289|$1.9M|

## 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|$198,876|—|$198,876|

| NEWPORT CAPITAL GROUP|INVESTMENT ADVISORY|—|$70,267|$70,267|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $269,143

- **Estimated Expense Ratio:** 0.787% 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|$198,881|—|$198,881|—|—|

| 2023|$150,012|$13,600|$136,412|—|—|

| 2022|$105,919|$34,259|$71,660|—|—|

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

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