Richard Limardo signed UMA Enterprises Group Holdings, Inc. C/O Long Point Capital's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UMA Enterprises Group Holdings, Inc. C/O Long Point Capital's EIN is 47-1009207.
Download the official 2025 Form 5500 (PDF) for UMA Enterprises Group Holdings, Inc. C/O Long Point Capital from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)UMA Enterprises Group Holdings, Inc. C/O Long Point Capital's plan includes a leveraged ESOP, an S-corporation ESOP.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | — | CHARLOTTE, NC | NONE | $19K | — |
| EIDE BAILEY LLP | — | FARGO, ND | NONE | $18K | — |
| PENCHECKS | — | LA MESA, CA | NONE | $11K | — |
| GREATBANC | — | LISLE, IL | NONE | $10K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| LEVENFELD PEARLSTEIN LLC |
| — |
| CHICAGO, IL |
| NONE |
| $5K |
| — |
