What public Form 5500 filings show about the UMGC Ventures, Inc. 401(k) plan — and how to find and check your own account.
UMGC Ventures, Inc. (EIN 81-2898004) reports UMGC VENTURES, INC. 401(K) PLAN on its most recent Form 5500, with $21.5M in plan assets across 170 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UMGC Ventures, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UMGC Ventures, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, TRIBRIDGE PARTNERS FINANCIAL, RETIREMENT BENEFIT SOLUTIONS, MML INVESTORS SERVICES.
