# United Migrant Opportunity Services Umos, INC. DC Plan
Source: https://planprovider.pro/companies/united-migrant-opportunity-services-umos-inc-plan

> United Migrant Opportunity Services Umos, INC.'s DC plan: 894 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/intellicents-inc) — RECORDKEEPER

- [WEGNER CPA](https://planprovider.pro/provider/wegner-cpas-llp) — 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|—|—|

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