How big is Umbach Financial Group, LLC's plan?

Umbach Financial Group, LLC's plan reported $146K in assets and 17 participants for 2024.

Original filing (PDF)20250528110721NAL0006487745001

Umbach Financial Group, LLC

Name: Umbach Financial Group, LLC — Umbach Financial, Form 5500 (2024)
Creator: Umbach Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Umbach Financial Group, LLC 401(k) Plan

401(k) retirement plan · Umbach Financial Group, LLC's Umbach Financial Group, LLC 401(k) Plan held $146K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

GIGI IZA signed Umbach Financial Group, LLC's 2024 Form 5500 as plan administrator.

GIGI IZA — 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

Umbach Financial Group, LLC's EIN is 65-1059373.

EIN 65-1059373

Plan number 001

Plan year 2024

ACK ID 20250528110721NAL0006487745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Umbach Financial Group, 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 UMBACH FINANCIAL GROUP, LLC.

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Plan health score

Above-average plan

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

Knocking points off