Anna CHEW signed UMH Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UMH Properties, Inc.'s EIN is 22-1890929.
Download the official 2024 Form 5500 (PDF) for UMH Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UMH Properties, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $199K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES * UMH Properties, Inc. | Common Stocks | — | $640K | $12.1M | 35.3% | |
| Principal Trust Target 2030 Fund R5 | Other securities | — | $89K | $3.7M | 10.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.7M | 10.7% | |
| Principal Trust Target 2025 Fund R5 | Other securities | — | $43K | $1.6M | 4.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 4.7% | |
| S SHARES JPMorgan US Equity Fund | Mutual Funds | — | $64K | $1.6M | 4.7% | |
| Principal Trust Target 2035 Fund R5 | Other securities | — | $31K | $1.4M | 4.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| T Rowe Price Blue Chip Growth Fund Inc | Mutual Funds | — | $7K | $1.3M | 3.8% | |
| Principal Trust Target 2045 Fund R5 | Other securities | — | $23K | $1.2M | 3.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 3.5% | |
| Principal Trust Target 2055 Fund R5 | Other securities | — | $19K | $1.0M | 3.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| S UNITS * Principal Trust Income Fund R5 | Common Collective Trusts | — | $39K | $860K | 2.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $860K | 2.5% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund | Other securities | — | $20K | $846K | 2.5% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | $41K | $712K | 2.1% | |
| 9.50% with maturities through 2029 | Bonds / Notes | — | — | $663K | 1.9% | |
| Principal Trust Target 2060 Fund R5 | Other securities | — | $25K | $655K | 1.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $655K | 1.9% | |
| Principal Trust Target 2050 Fund R5 | Other securities | — | $12K | $625K | 1.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $625K | 1.8% | |
| Principal Trust Target 2040 Fund R5 | Other securities | — | $12K | $595K | 1.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $595K | 1.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $22K | $570K | 1.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $2K | $565K | 1.7% | |
| Principal Trust Target 2015 Fund R5 | Other securities | — | $16K | $490K | 1.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $490K | 1.4% | |
| Principal Trust Target 2020 Fund R5 | Other securities | — | $13K | $440K | 1.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $440K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $3K | $347K | 1.0% | |
| BlackRock High Yield Portfolio | Other securities | — | $46K | $326K | 1.0% | |
| Smallcap World Fund Inc | Common Stocks | — | $4K | $307K | 0.9% | |
| American Century Growth Fund | Other securities | — | $3K | $210K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund/Open-end fund | Common Collective Trusts | — | $2K | $190K | 0.6% | |
| Columbia Dividend Income Fund | Other securities | — | $5K | $178K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $121K | 0.4% | |
| Principal Trust Target 2065 Fund R5 | Other securities | — | $7K | $121K | 0.4% | |
| Invesco Oppenheimer International Growth Fund | Mutual Funds | — | $4K | $113K | 0.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $81K | 0.2% | |
| JPMorgan Government Bond Fund | U.S. Treasuries | — | $8K | $75K | 0.2% | |
| Industrial Logistics Properties Trust | Other securities | — | $14K | $53K | 0.2% | |
| International Money Express Inc. | Common Stocks | — | $2K | $47K | 0.1% | |
| Hanes Brands Inc. | Common Stocks | — | $5K | $42K | 0.1% | |
| National Health Investors Inc. 525 | Common Stocks | — | — | $36K | 0.1% | |
| Jewett-Cameron Trading Company Ltd. | Common Stocks | — | $6K | $30K | <0.1% | |
| (D)Cost | Other securities | — | $4K | $8K | <0.1% | |
| Stanley Black & Decker Inc. 100 | Common Stocks | — | — | $8K | <0.1% | |
| (D)Cost | Other securities | — | $6K | $6K | <0.1% | |
| (E) | Other securities | — | — | $6K | <0.1% |
