# United Methodist Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-methodist-homes-inc-401k-plan

> United Methodist Homes, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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