# Union Home Mortgage Corporation 401(k) Plan
Source: https://planprovider.pro/companies/union-home-mortgage-corporation-401k-plan

> Union Home Mortgage Corporation's 401(k) plan: 1,712 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PEASE BELL CPAS, LLC](https://planprovider.pro/provider/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|—|—|—|—|

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