How big is UMA Enterprises Inc.'s plan?

UMA Enterprises Inc.'s plan reported $6.7M in assets and 151 participants for 2024.

Original filing (PDF)20250917083042NAL0000280880001

UMA Enterprises Inc.

Name: UMA Enterprises Inc. — UMA Enterprises, Inc. 401(k), Form 5500 (2024)
Creator: UMA Enterprises Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UMA Enterprises, Inc. 401(k) Plan

401(k) retirement plan · UMA Enterprises Inc.'s UMA Enterprises, Inc. 401(k) Plan held $6.7M in plan assets for 151 participants in 2024.

Signals · 1

No auditor on file

Active participants

151

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Richard Limardo signed UMA Enterprises Inc.'s 2024 Form 5500 as plan administrator.

Richard Limardo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

UMA Enterprises Inc.'s EIN is 33-0211322.

EIN 33-0211322

Plan number 001

Plan year 2024

ACK ID 20250917083042NAL0000280880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UMA Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UMA Enterprises Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMA ENTERPRISES INC..

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score