How big is Umatilla-Morrow Head Start, Inc.'s plan?

Umatilla-Morrow Head Start, Inc.'s plan reported $6.2M in assets and 208 participants for 2024.

Original filing (PDF)20251014154947NAL0001613955001

Umatilla-Morrow Head Start, Inc.

Name: Umatilla-Morrow Head Start, Inc. — Umatilla-Morrow, Form 5500 (2024)
Creator: Umatilla-Morrow Head Start, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Umatilla-Morrow Head Start, Inc. 403(b) Plan

403(b) retirement plan · Umatilla-Morrow Head Start, Inc.'s Umatilla-Morrow Head Start, Inc. 403(b) Plan held $6.2M in plan assets for 208 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

208

Accounts w/ balance

240

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Matthew Solomon signed Umatilla-Morrow Head Start, Inc.'s 2024 Form 5500 as plan administrator.

Matthew Solomon — 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

Umatilla-Morrow Head Start, Inc.'s EIN is 93-0937286.

EIN 93-0937286

Plan number 002

Plan year 2024

ACK ID 20251014154947NAL0001613955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Umatilla-Morrow Head Start, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Umatilla-Morrow Head Start, Inc.'s plan includes 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMATILLA-MORROW HEAD START, INC..

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How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (1% of contributions).

Plan sponsor

Name

UMATILLA-MORROW HEAD START, INC.

EIN

all filings

Address

110 NE 4TH STREET · HERMISTON, OR · 97838

Phone

(541) 564-6878

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PETERSEN ADVISORS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SECURITIES AMERICA ADVISORS, INC.	—	LA VISTA, NE	INVESTMENT ADVISOR	$22K	—

Investments

43 direct securities· $6.1M(100% of reported assets)

Mutual Funds

$4.3M

28 holdings

Other securities

$1.8M

14 holdings

Common Collective Trusts

$53K

1 holding

					% of plan
Empower EI Fixed Account - Series Class II	Other securities	—	—	$1.1M	17.6%
American Funds American Funds 2030 Target Date Ret R6	Mutual Funds	—	—	$694K	11.3%
American Funds American Funds 2040 Target Date Ret R6	Mutual Funds	—	—	$590K	9.6%
American Funds American Funds 2045 Target Date Ret R6	Mutual Funds	—	—	$470K	7.6%
American Funds American Funds 2020 Target Date Ret R6	Mutual Funds	—	—	$441K	7.2%
American Funds American Funds 2025 Target Date Ret R6	Mutual Funds	—	—	$391K	6.4%
American Funds American Funds 2035 Target Date Ret R6	Mutual Funds	—	—	$378K	6.1%
American Funds American Funds 2055 Target Date Ret R6	Mutual Funds	—	—	$363K	5.9%
American Funds American Funds 2050 Target Date Ret R6	Mutual Funds	—	—	$350K	5.7%
American Funds American Funds 2060 Target Date Ret R6	Mutual Funds	—	—	$235K	3.8%
Kansas City Life Growthtrack	Other securities	—	—	$185K	3.0%
Kansas City Life Century II	Other securities	—	—	$150K	2.4%
Clearbridge Large Cap Growth IS	Other securities	—	—	$128K	2.1%
American Funds American Funds 2065 Target Date Ret R6	Mutual Funds	—	—	$94K	1.5%
BlackRock iShares Russell Mid-Cap Index K	Other securities	—	—	$82K	1.3%
Kansas City Life Flextrack Qualified	Other securities	—	—	$66K	1.1%
American Funds American Funds New World R6	Mutual Funds	—	—	$65K	1.1%
State Street State Street Equity 500 Index K	Common Collective Trusts	—	—	$53K	0.9%
Kansas City Life Growthtrack2	Other securities	—	—	$45K	0.7%
American Funds American Funds Capital World G/I R6	Mutual Funds	—	—	$37K	0.6%
Kansas City Life Retirement Contribution Plan	Other securities	—	—	$32K	0.5%
Western United Life Flex 2000	Other securities	—	—	$29K	0.5%
American Funds The Investment Company of America	Mutual Funds	—	—	$20K	0.3%
American Funds The Growth Fund of America	Mutual Funds	—	—	$18K	0.3%
American Funds Capital World Growth and Income	Mutual Funds	—	—	$18K	0.3%
Western United Life Flex2003	Other securities	—	—	$18K	0.3%
American Funds Capital Income Builder	Mutual Funds	—	—	$12K	0.2%
Western United Life Harbor Flex	Other securities	—	—	$12K	0.2%
Janus Henderson Janus Henderson Balanced N ** 482 MFS Utilities R6	Mutual Funds	—	—	$12K	0.2%
PIMCO High Yield Instl	Mutual Funds	—	—	$11K	0.2%
American Funds American Funds 2015 Target Date Ret R6	Mutual Funds	—	—	$11K	0.2%
American Funds American Funds 2010 Target Date Ret R6	Mutual Funds	—	—	$10K	0.2%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$8K	0.1%
American Funds Washington Mutual Investors	Mutual Funds	—	—	$7K	0.1%
DFA US Small Cap Value I	Mutual Funds	—	—	$6K	<0.1%
Empower S&P Small Cap 600 Index Inst	Other securities	—	—	$5K	<0.1%
Fidelity Advisor International Capital Apprec Z	Mutual Funds	—	—	$4K	<0.1%
American Funds American Funds Capital Inc Bldr R6	Mutual Funds	—	—	$4K	<0.1%
PIMCO Income Instl	Mutual Funds	—	—	$3K	<0.1%
Invesco Diversified Dividend R6	Mutual Funds	—	—	$2K	<0.1%
AB Funds AB Discovery Growth Z	Other securities	—	—	$2K	<0.1%
American Funds The Bond Fund of America	Mutual Funds	—	—	$2K	<0.1%
American Century Inv American Century Mid Cap Value R6	Other securities	—	—	$1K	<0.1%