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UMAR SERVICES, INC. — UMAR SERVICES, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241014151513NAL0054148978001
UMAR SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
UMAR SERVICES, INC. RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
120
Accounts w/ balance
73
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
74
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UMAR SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
UMAR SERVICES, INC.
EIN
56-1381671
Address
5350 77 CENTER DR. · STE 201 · CHARLOTTE, NC · 282172783
Phone
(704) 659-7634
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
61% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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