How big is Umbrellaone, LLC's plan?

Umbrellaone, LLC's plan reported $375K in assets and 30 participants for 2024.

Original filing (PDF)20250507071936NAL0023264370001

Umbrellaone, LLC

Name: Umbrellaone, LLC — Umbrella 1(ok), Form 5500 (2024)
Creator: Umbrellaone, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umbrella 1(ok)

401(k) retirement plan · Umbrellaone, LLC's Umbrella 1(ok) held $375K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

Catherine Healy signed Umbrellaone, LLC's 2024 Form 5500 as plan administrator.

Catherine Healy — 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

Umbrellaone, LLC's EIN is 45-2068001.

EIN 45-2068001

Plan number 001

Plan year 2024

ACK ID 20250507071936NAL0023264370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Umbrellaone, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UMBRELLAONE, LLC

EIN

all filings

Address

343 WAINWRIGHT DRIVE · UNIT 2E · NORTHBROOK, IL · 60062

Phone

(855) 934-2635

Industry

Admin Support & Waste Mgmt

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

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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