Original filing (PDF)20251003081402NAL0001945056001

UHY ADVISORS, INC.

Name: UHY ADVISORS, INC. — UHY SAVINGS PLAN, Form 5500 (2024)
Creator: UHY ADVISORS, INC.

Form 5500

FILING_RECEIVED

UHY SAVINGS PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

1,655

Accounts w/ balance

2,113

Plan assets (EOY)

$285.1M

Net assets (EOY)

$285.1M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

Below-peer total fees (1 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UHY ADVISORS, INC..

Plan sponsor

Name

UHY ADVISORS, INC.

EIN

36-4272852

Address

27725 STANSBURY BLVD. · SUITE 385 · FARMINGTON HILLS, MI · 48334

Phone

(248) 522-3000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

MAULDIN&JENKINS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$110K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$79K	—
MMA SECURITIES	22-3570392	—	ADVISOR	$55K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

40 direct securities· $1.0B(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Level 1 Level 2 Level 3 Total Mutual funds 246,002,137 -	—	—	—	$246.0M	86.3%
2023 Net assets available for benefits per the financial statements	—	—	$289.6M	$240.9M	84.5%
Level 1 Level 2 Level 3 Total Mutual funds 204,836,943 -	—	—	—	$204.8M	71.9%
FID 500 INDEX Mutual Fund	—	—	—	$41.0M	14.4%
Self-directed brokerage accounts 25,725,140 -	—	—	—	$25.7M	9.0%
VANG TARGET RET 2050 Mutual Fund	—	—	—	$23.1M	8.1%
NYLI W LRG CP GR A Mutual Fund	—	—	—	$20.5M	7.2%
Self-directed brokerage accounts 20,407,620 -	—	—	—	$20.4M	7.2%
TRP DIV GROWTH Mutual Fund	—	—	—	$16.8M	5.9%
VANG TARGET RET 2025 Mutual Fund	—	—	—	$15.4M	5.4%
VANG TARGET RET 2030 Mutual Fund	—	—	—	$13.2M	4.6%
Money market fund 11,399,046 -	—	—	—	$11.4M	4.0%
VANG TARGET RET 2040 Mutual Fund	—	—	—	$10.7M	3.8%
Money market fund 10,297,364 -	—	—	—	$10.3M	3.6%
MFS VALUE R3 Mutual Fund	—	—	—	$10.1M	3.6%
VANG TARGET RET 2035 Mutual Fund	—	—	—	$9.2M	3.2%
VANG TARGET RET 2045 Mutual Fund	—	—	—	$9.0M	3.2%
NORTHERN SM CAP CORE Mutual Fund	—	—	—	$7.2M	2.5%
AF EUROPAC GROWTH R6 Mutual Fund	—	—	—	$6.2M	2.2%
J H ENTERPRISE T Mutual Fund	—	—	—	$5.6M	2.0%
FID INTL INDEX Mutual Fund	—	—	—	$5.5M	1.9%
FID US BOND IDX Mutual Fund	—	—	—	$5.3M	1.9%
FID STRATEGIC INCOME Mutual Fund	—	—	—	$5.1M	1.8%
OAKMARK EQ & INC INV Mutual Fund	—	—	—	$4.7M	1.7%
FID EMRG MKTS IDX Mutual Fund	—	—	—	$4.7M	1.6%
JH DSCPL VAL MDCP I Mutual Fund	—	—	—	$4.7M	1.6%
FID SMALL CAP GR K6 Mutual Fund	—	—	—	$4.3M	1.5%
VANG TARGET RET 2020 Mutual Fund	—	—	—	$4.3M	1.5%
FID EXTD MKT IDX Mutual Fund	—	—	—	$3.7M	1.3%
VANG ST FEDERAL ADM Mutual Fund	—	—	—	$3.0M	1.1%
VANG TARGET RET 2055 Mutual Fund	—	—	—	$2.9M	1.0%
PGIM HIGH YIELD R6 Mutual Fund	—	—	—	$2.8M	1.0%
VANG TARGET RET 2060 Mutual Fund	—	—	—	$2.3M	0.8%
PARTICIPANT LOANS Interest Rates of 4.25% to 9.50% -	—	—	—	$2.0M	0.7%
VANG TARGET RET 2065 Mutual Fund	—	—	—	$1.3M	0.5%
ABF SM CAP VAL INV Mutual Fund	—	—	—	$1.1M	0.4%
VANG TARGET RET INC Mutual Fund	—	—	—	$993K	0.3%
FID INFL PR BD IDX Mutual Fund	—	—	—	$778K	0.3%
VANG TARGET RET 2070 Mutual Fund	—	—	—	$305K	0.1%
directed brokerage accounts managed by Fidelity Investments Institutional. The Plan paid fees to Strategic Advisors, Inc. and MMA Securities for advisory services. During the Plan year ended December 31, 2024, total fee relating to administrative services totaled $17,071. These transactions, as	—	—	—	$17K	<0.1%