# United Midwest Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/united-midwest-savings-bank-401k-plan

> United Midwest Savings Bank's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Midwest Savings Bank

- **Sponsor EIN:** 341499160

- **Sponsor Address:** 955 COUNTY LINE RD W, WESTERVILLE, OH, 43082

- **Plan Type:** 401(k)

- **Total Participants:** 176

- **Total Assets:** $13.0M

## 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|176|$13.0M|$544,396|$1.2M|

| 2023|150|$10.1M|$481,129|$1.1M|

| 2022|138|$8.8M|$423,185|$974,019|

## 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|

| RBC CAPITAL MARKETS LLC|INVESTMENT ADVISOR|$25,940|—|$25,940|

| RETIREMENT PLAN CONCEPTS & SERVICES|CONTRACT ADMIN|$8,575|—|$8,575|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGER|$6,934|—|$6,934|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,449

- **Estimated Expense Ratio:** 0.319% 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|$33,462|$24,887|$8,575|—|—|

| 2023|$23,073|$18,215|$3,603|—|—|

| 2022|$31,070|—|$31,070|—|—|

## Similar Plans

- [Main Street Bank Corp.](https://planprovider.pro/companies/wayne-savings-community-bank-401k-plan) — 164 participants

- [Guardian Savings Bank](https://planprovider.pro/companies/guardian-savings-bank-401k-plan) — 163 participants

- [Mechanics Bank](https://planprovider.pro/companies/mechanics-bank-401k-plan-002) — 159 participants

- [Third Federal Savings And Loan Association Of Cleveland](https://planprovider.pro/companies/third-federal-savings-and-loan-association-of-cleveland-plan-003) — 205 participants

- [The North Side Bank & Trust Co.](https://planprovider.pro/companies/the-north-side-bank-trust-co-401k-plan) — 112 participants

- [First Federal Community Bank](https://planprovider.pro/companies/first-federal-community-bank-401k-plan-004) — 97 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-midwest-savings-bank-401k-plan)

© 2026 PlanProvider.Pro