Plan Snapshot
- Plan Sponsor: United Migrant Opportunity Services Umos, INC.
- Sponsor EIN: 391047172
- Sponsor Address: 2701 S. CHASE STREET, MILWAUKEE, WI, 532071450
- Plan Type: DC
- Total Participants: 894
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 894 | $18.2M | $1.5M | $679,290 |
| 2023 | 885 | $16.1M | $1.4M | $646,535 |
| 2022 | 804 | $14.3M | $1.1M | $591,403 |
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 |
|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | RECORDKEEPER | $5,242 | — | $5,242 |
| WEGNER CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERUS FINANCIAL, N.A. — RECORDKEEPER
- WEGNER CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,242
- Estimated Expense Ratio: 0.029% 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 | $8,906 | — | — | — | — |
| 2023 | $5,242 | — | $5,242 | — | — |
| 2022 | $5,200 | — | $5,200 | — | — |