Plan Snapshot
- Plan Sponsor: University Of Massachusetts Global
- Sponsor EIN: 260152908
- Sponsor Address: 65 ENTERPRISE, SUITE 150, ALISO VIEJO, CA, 92656
- Plan Type: 403(b)
- Total Participants: 1,503
- Total Assets: $44.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,503 | $44.9M | $2.4M | $2.4M |
| 2023 | 1,756 | $38.6M | $2.7M | $2.7M |
| 2022 | 982 | $32.6M | $3.3M | $3.2M |
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 |
|---|---|---|---|---|
| ALMICH & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALMICH & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $49,814 | $1,996 | $140 | — | — |
| 2023 | $40,862 | $966 | $590 | — | — |
| 2022 | $34,664 | — | — | — | — |