Plan Snapshot
- Plan Sponsor: United Educators Management Company
- Sponsor EIN: 521751521
- Sponsor Address: 7700 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $83.3M
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 | 230 | $83.3M | $2.9M | $3.1M |
| 2023 | 208 | $69.7M | $2.6M | $2.8M |
| 2022 | 194 | $57.6M | $2.3M | $2.5M |
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 |
|---|---|---|---|---|
| JOHNSON LAMBERT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT — 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 | $60,704 | $18,000 | — | — | — |
| 2023 | $59,925 | $19,225 | — | — | — |
| 2022 | $46,608 | $11,235 | — | — | — |