Plan Snapshot
- Plan Sponsor: Union Home Mortgage Corporation
- Sponsor EIN: 341084436
- Sponsor Address: 8241 DOW CIRCLE WEST, STRONGSVILLE, OH, 44136
- Plan Type: 401(k)
- Total Participants: 1,712
- Total Assets: $94.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,712 | $94.9M | $1.7M | $10.9M |
| 2023 | 1,409 | $75.5M | $1.4M | $9.1M |
| 2022 | 1,210 | $58.4M | $1.4M | $9.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $135,881 | — | $135,881 |
| VANTAGE FINANCIAL GROUP INC | ADVISOR | $116,097 | — | $116,097 |
| PEASE BELL CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,978
- Estimated Expense Ratio: 0.266% 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 | $251,978 | $116,097 | — | — | — |
| 2023 | $164,189 | $77,622 | — | — | — |
| 2022 | $17,119 | — | — | — | — |