Plan Snapshot
- Plan Sponsor: United Helpers Management Company
- Sponsor EIN: 222428919
- Sponsor Address: 732 FORD STREET, OGDENSBURG, NY, 136691704
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 127
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $4.4M | $1.7M | $581,684 |
| 2023 | 145 | $4.4M | $1.8M | $675,504 |
| 2022 | 158 | $3.8M | $1.9M | $686,765 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $60,177 | $10,252 | $70,429 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,429
- Estimated Expense Ratio: 1.586% 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 | $112,376 | $17,476 | $94,900 | — | — |
| 2023 | $109,690 | $14,940 | $94,750 | — | — |
| 2022 | $112,581 | $14,032 | $98,549 | — | — |