Plan Snapshot
- Plan Sponsor: United Methodist Homes, INC.
- Sponsor EIN: 060987394
- Sponsor Address: 580 LONG HILL AVE, SHELTON, CT, 064844803
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 195 | $22.3M | $456,856 | $1.0M |
| 2023 | 419 | $20.5M | $462,960 | $983,074 |
| 2022 | 380 | $18.9M | $375,385 | $917,665 |
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 |
|---|---|---|---|---|
| PFK O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $301,604 | — | — | — | — |
| 2024 | $57,093 | — | $57,093 | — | — |
| 2023 | $51,193 | $3,883 | — | — | — |
| 2022 | $68,311 | $50,874 | $17,437 | — | — |