How big is UM Development, LLC's plan?

UM Development, LLC's plan reported $168K in assets and 19 participants for 2023.

Original filing (PDF)20240427091952NAL0019403633001

UM Development, LLC

Name: UM Development, LLC — Focus HR, Inc. Retirement Plan, Form 5500 (2023)
Creator: UM Development, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Focus HR, Inc. Retirement Plan

401(k) retirement plan · UM Development, LLC's Focus HR, Inc. Retirement Plan held $168K in plan assets for 19 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

Plan identifiers

UM Development, LLC's EIN is 83-1369291.

EIN 83-1369291

Plan number 001

Plan year 2023

ACK ID 20240427091952NAL0019403633001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for UM Development, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

UM Development, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Helping the score