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Original filing (PDF)20250729101427NAL0004394016001
UMH MANAGEMENT SERVICES CORP.
Form 5500
FILING_RECEIVED
UNITED METHODIST HOMES 403 B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
781
Accounts w/ balance
400
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 50 bps in Schedule C fees — 73% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMH MANAGEMENT SERVICES CORP..
Plan sponsor
Name
UMH MANAGEMENT SERVICES CORP.
EIN
16-1486032
Address
10 ACRE PLACE · BINGHAMTON, NY · 139042715
Phone
(607) 775-6400
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
UNITED METHODIST HOMES OF THE WYOMING CO
EIN
16-1486032
City
BINGHAMTON, NY
Phone
(607) 775-6400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | — | WILKES BARRE, PA | AUDITOR | $7K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICE LLC | 16-1503696 | HINTINGDON VALLEY, PA | NONE | $66K | — |
| LPL FINANCIAL | — | JERMYN, PA | NONE | $51K | — |
Investments
31 direct securities· $24.8M(100% of reported assets)
Uncategorized
$19.0M
30 holdings
Mutual Funds
$5.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.3M | 13.1% | |
| BlackRock Lifepath Indx 2035 K N/R | — | — | — | $1.5M | 6.1% | |
| BlackRock iShares S&P 500 Index K N/R | — | — | — | $1.4M | 5.8% | |
| BlackRock Lifepath Indx 2045 K N/R | — | — | — | $1.3M | 5.3% | |
| Vanguard Equity Income Admiral N/R | — | — | — | $1.3M | 5.3% | |
| BlackRock Lifepath Indx 2040 K N/R | — | — | — | $1.3M | 5.2% | |
| BlackRock Lifepath Indx 2030 K N/R | — | — | — | $1.2M | 5.0% | |
| BlackRock Lifepath Index Ret K N/R | — | — | — | $1.2M | 5.0% | |
| BlackRock Lifepath Indx 2050 K N/R | — | — | — | $1.2M | 4.7% | |
| American Funds American Funds Europacific R6 N/R | — | — | — | $790K | 3.2% | |
| Stable Value Fund Prudential PPSA N/R | — | — | — | $735K | 3.0% | |
| Neuberger Berman Neuberger Berman Small Cap Growth N/R | — | — | — | $607K | 2.4% | |
| R6 BlackRock iShares Russell Md-Cap Index K N/R | — | — | — | $452K | 1.8% | |
| BlackRock Lifepath Indx 2055 K N/R | — | — | — | $392K | 1.6% | |
| Participant Loans * Interest rate range: 4.25% - 9.50% $0 | — | — | — | $385K | 1.6% | |
| BlackRock iShares US Aggr Bond Index K N/R | — | — | — | $297K | 1.2% | |
| Dodge & Cox Dodge & Cox Income N/R | — | — | — | $265K | 1.1% | |
| PIMCO RAE US Small Fund Institutional N/R | — | — | — | $216K | 0.9% | |
| Macquarie Mid Cap Growth N/R | — | — | — | $216K | 0.9% | |
| BlackRock Lifepath Indx 2060 K N/R | — | — | — | $153K | 0.6% | |
| Victory Capital Victory Sycamore Established Value R6 N/R | — | — | — | $131K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity N/R | — | — | — | $121K | 0.5% | |
| BlackRock iShares Russell 2000 SC Index K N/R | — | — | — | $111K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities I N/R | — | — | — | $78K | 0.3% | |
| BlackRock iShares MSCI International Index K N/R | — | — | — | $64K | 0.3% | |
| Principal Funds Principal Diversified International I N/R | — | — | — | $46K | 0.2% | |
| Columbia Threadneedle Columbia High Yield Bond Adv N/R | — | — | — | $40K | 0.2% | |
| Guggenheim Investments Guggenheim Marco Opportunity I N/R | — | — | — | $38K | 0.2% | |
| PGIM Investments PGIM Global Total Return Q N/R | — | — | — | $32K | 0.1% | |
| BlackRock Lifepath Indx 2065 K N/R | — | — | — | $3K | <0.1% |
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