# United Mortgage Corp DC Plan
Source: https://planprovider.pro/companies/united-mortgage-corp-plan

> United Mortgage Corp's DC plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Mortgage Corp

- **Sponsor EIN:** 113073502

- **Sponsor Address:** 25 MELVILLE PARK RD, MELVILLE, NY, 11747

- **Plan Type:** DC

- **Total Participants:** 353

- **Total Assets:** $11.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|353|$11.1M|$1,000|$879,948|

| 2023|290|$9.1M|$0|$888,598|

| 2022|276|$8.7M|$0|$1.8M|

## 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|

| AMERICAN PORTFOLIOS ADVISORS, INC.|INVESTMENT/FINANCIAL ADVI|$50,754|—|$50,754|

| ADP, INC.|RECORD KEEPER|$41,974|—|$41,974|

| RICHEY MAY & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RICHEY MAY & CO. LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,728

- **Estimated Expense Ratio:** 0.833% 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|$92,728|$50,754|—|—|—|

| 2023|$85,212|$44,330|—|—|—|

| 2022|$78,839|—|—|—|—|

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