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Original filing (PDF)20251003052651NAL0001109921001
UNITED MANAGEMENT ORGANIZATION,
Form 5500
FILING_RECEIVED
UNITED MANAGEMENT ORGANIZATION, LLC 401(K) PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
111
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED MANAGEMENT ORGANIZATION,.
Plan sponsor
Name
UNITED MANAGEMENT ORGANIZATION,
EIN
81-2000149
Address
50 ROSE PLACE · NEW HYDE PARK, NY · 11040
Phone
(516) 734-0427
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2024-12-31
Filed
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Investments
20 direct securities · 1 pooled fund· $1.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$1.3M
20 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK TOTAL RETURN K 631 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $236K | 18.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $206K | 15.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $201K | 15.5% | |
| MFS TOTAL RETURN - R6 62 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $109K | 8.5% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $105K | 8.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $89K | 6.9% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $84K | 6.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $75K | 5.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $50K | 3.9% | |
| FID FREEDOM INDEX 2010 PREMIER 318 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $27K | 2.1% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $25K | 1.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $22K | 1.7% | |
| FID FREE INDX 2015 PREM 794 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $11K | 0.8% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $8K | 0.6% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $6K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL 730 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $4K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $3K | 0.2% | |
| FID FREEDOM INDEX 2020 PREMIER 632 REGISTERED INVESTMENT COMPANY T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1K | 0.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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