DINA Zanghi signed UMH Management Services Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UMH Management Services Corp.'s EIN is 16-1486032.
Download the official 2024 Form 5500 (PDF) for UMH Management Services Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UMH Management Services Corp.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | — | WILKES BARRE, PA | AUDITOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICE LLC | 16-1503696 | HINTINGDON VALLEY, PA | NONE | $66K | — |
| LPL FINANCIAL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds AM Balanced R6 N/R | Mutual Funds | — | — | $5.9M | 23.7% | |
| AllianceBernstein AB Large Cap Growth Z N/R | Other securities | — | — | $3.3M | 13.1% | |
| BlackRock Lifepath Indx 2035 K N/R | Other securities | — | — | $1.5M | 6.1% | |
| BlackRock iShares S&P 500 Index K N/R | Common Collective Trusts | — | — | $1.4M | 5.8% | |
| BlackRock Lifepath Indx 2045 K N/R | Other securities | — | — | $1.3M | 5.3% | |
| Vanguard Equity Income Admiral N/R | Mutual Funds | — | — | $1.3M | 5.3% | |
| BlackRock Lifepath Indx 2040 K N/R | Other securities | — | — | $1.3M | 5.2% | |
| BlackRock Lifepath Indx 2030 K N/R | Other securities | — | — | $1.2M | 5.0% | |
| BlackRock Lifepath Index Ret K N/R | Other securities | — | — | $1.2M | 5.0% | |
| BlackRock Lifepath Indx 2050 K N/R | Other securities | — | — | $1.2M | 4.7% | |
| American Funds American Funds Europacific R6 N/R | Mutual Funds | — | — | $790K | 3.2% | |
| Stable Value Fund Prudential PPSA N/R | Stable Value | — | — | $735K | 3.0% | |
| Neuberger Berman Neuberger Berman Small Cap Growth N/R | Other securities | — | — | $607K | 2.4% | |
| R6 BlackRock iShares Russell Md-Cap Index K N/R | Other securities | — | — | $452K | 1.8% | |
| BlackRock Lifepath Indx 2055 K N/R | Other securities | — | — | $392K | 1.6% | |
| Participant Loans * Interest rate range: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $385K | 1.6% | |
| BlackRock iShares US Aggr Bond Index K N/R | Other securities | — | — | $297K | 1.2% | |
| Dodge & Cox Dodge & Cox Income N/R | Mutual Funds | — | — | $265K | 1.1% | |
| PIMCO RAE US Small Fund Institutional N/R | Mutual Funds | — | — | $216K | 0.9% | |
| Macquarie Mid Cap Growth N/R | Other securities | — | — | $216K | 0.9% | |
| BlackRock Lifepath Indx 2060 K N/R | Other securities | — | — | $153K | 0.6% | |
| Victory Capital Victory Sycamore Established Value R6 N/R | Other securities | — | — | $131K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity N/R | Mutual Funds | — | — | $121K | 0.5% | |
| BlackRock iShares Russell 2000 SC Index K N/R | Common Collective Trusts | — | — | $111K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities I N/R | Mutual Funds | — | — | $78K | 0.3% | |
| BlackRock iShares MSCI International Index K N/R | Other securities | — | — | $64K | 0.3% | |
| Principal Funds Principal Diversified International I N/R | Other securities | — | — | $46K | 0.2% | |
| Columbia Threadneedle Columbia High Yield Bond Adv N/R | Other securities | — | — | $40K | 0.2% | |
| Guggenheim Investments Guggenheim Marco Opportunity I N/R | Other securities | — | — | $38K | 0.2% | |
| PGIM Investments PGIM Global Total Return Q N/R | Other securities | — | — | $32K | 0.1% | |
| BlackRock Lifepath Indx 2065 K N/R | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| JERMYN, PA |
| NONE |
| $51K |
| — |
