United Methodist Homes 403 B Plan
Sponsored by Umh Management Services Corp. · EIN 161486032 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 781
- With balances
- 400
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Service Llc | Consulting (pension), Contract administrator, Account maintenance fees | $66,086 |
| Lpl Financial | Investment advisory (participants), Investment advisory (plan) | $51,234 |
| Baker Tilly Us, Llp | Accounting | $7,440 |