# University Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/university-management-inc-401k-plan

> University Management, INC.'s 401(k) plan: 550 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Management, INC.

- **Sponsor EIN:** 640657688

- **Sponsor Address:** 104 1/2 3RD STREET SOUTH, COLUMBUS, MS, 397015628

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

- **Total Participants:** 550

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|550|$5.1M|$93,471|$372,604|

| 2023|606|$4.4M|$92,474|$373,437|

| 2022|556|$4.0M|$84,485|$348,441|

## 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|

| AZALEA ADMINISTRATION|TPA|$5,897|—|$5,897|

| T.E. LOTT & COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,897

- **Estimated Expense Ratio:** 0.115% 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|$4,680|—|$4,680|—|—|

| 2023|$4,982|—|$4,982|—|—|

| 2022|$9,523|—|$9,523|—|—|

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