Original filing (PDF)20230731114222NAL0033041186001

UMBONO MANAGEMENT COMPANY LLC

Name: UMBONO MANAGEMENT COMPANY LLC — UMBONO MANAGEMENT COMPANY LLC 401K, Form 5500 (2022)
Creator: UMBONO MANAGEMENT COMPANY LLC

Form 5500-SF

FILING_RECEIVED

UMBONO MANAGEMENT COMPANY LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UMBONO MANAGEMENT COMPANY LLC

EIN

45-2942240

Address

2829 TECHNOLOGY FOREST BLVD · STE 450 · THE WOODLANDS, TX · 77381

Phone

(281) 407-2714

Industry