What public Form 5500 filings show about the UMH Properties, Inc. 401(k) plan — and how to find and check your own account.
UMH Properties, Inc. (EIN 22-1890929) reports UMH PROPERTIES, INC. 401(K) PLAN on its most recent Form 5500, with $34.2M in plan assets across 496 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 UMH Properties, 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 UMH Properties, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT CAPITAL GROUP, MORNINGSTAR INVESTMENT MANAGEMENT L.
