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Original filing (PDF)20240501221455NAL0018612659001
UMS, INC.
Form 5500-SF
FILING_RECEIVED
UMS,INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 18.5 mo
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 18.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMS, INC..
Plan sponsor
Name
UMS, INC.
EIN
41-1595899
Address
20058 VENTURA BLVD., #295 · WOODLAND HILLS, CA · 91364
Phone
(888) 380-7528
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2020-12-01
Tax period
2021-11-30
Filed
2024-05-01
Pension benefit codes
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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