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Original filing (PDF)20251020121737NAL0000552464001
UMRO REALTY CORP.
Form 5500
FILING_RECEIVED
THE AGENCY 401(K) PLAN
401(k) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
145
Accounts w/ balance
218
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Concentration risk
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutual fund" is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMRO REALTY CORP..
Plan sponsor
Name
UMRO REALTY CORP.
EIN
45-2628211
Address
331 FOOTHILL ROAD · SUITE 100 · BEVERLY HILLS, CA · 90210
Phone
(866) 371-6468
Industry
Real Estatesee 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
2025-10-20
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LUCAS,HORSFALL,MURPHY&PINDROH,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
26 direct securities· $6.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual fund | — | — | — | $2.7M | 40.4% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $1.6M | 23.8% | |
| Vanguard Total Bond Market Index Adm Mutual fund | — | — | — | $895K | 13.4% | |
| Vanguard Real Estate Index Admiral Mutual fund | — | — | — | $457K | 6.9% | |
| Vanguard Total Intl Bd Idx Admiral™ Mutual fund | — | — | — | $390K | 5.9% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $237K | 3.6% | |
| Nuveen Large Cap Responsible Equity Fund Premier Mutual fund | — | — | — | $70K | 1.0% | |
| Vanguard Growth Index Admiral Mutual fund | — | — | — | $39K | 0.6% | |
| Vanguard Developed Markets Index Admiral Mutual fund | — | — | — | $34K | 0.5% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual fund | — | — | — | $32K | 0.5% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $30K | 0.4% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $28K | 0.4% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $25K | 0.4% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares Mutual fund | — | — | — | $20K | 0.3% | |
| Vanguard Interm-Term Bond Index Adm Mutual fund | — | — | — | $14K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $12K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual fund | — | — | — | $11K | 0.2% | |
| DFA International Core Equity I Mutual fund | — | — | — | $10K | 0.1% | |
| DFA Emerging Markets Value I Mutual fund | — | — | — | $10K | 0.1% | |
| DFA International Value I Mutual fund | — | — | — | $8K | 0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual fund | — | — | — | $7K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund | — | — | — | $6K | <0.1% | |
| DFA Emerging Markets Small Cap I Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund | — | — | — | $1K | <0.1% |
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