Original filing (PDF)20240427091952NAL0019403633001

UM DEVELOPMENT, LLC

Name: UM DEVELOPMENT, LLC — FOCUS HR, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: UM DEVELOPMENT, LLC

Form 5500-SF

FILING_RECEIVED

FOCUS HR, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

UM DEVELOPMENT, LLC

EIN

83-1369291

Address

1005 E ST ELMO RD BUILDING 5 · AUSTIN, TX · 78745

Phone

(512) 573-1336

Industry

Real Estatesee all

Plan administrator

Name

FOCUS HR, INC.

EIN

14-1871027

City

TUCSON, AZ

Phone

(520) 721-6777

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-01

Tax period

2023-12-31

Filed

2024-04-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2X · Other multiple-employer DC plan

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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