# United Helpers Management Company 401(k) Plan
Source: https://planprovider.pro/companies/united-helpers-management-company-222428919-505

> United Helpers Management Company's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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