Plan Ledger DOL Form 5500 · updated monthly

Umom New Day Centers, Inc.401(k)

UMOM NEW DAY CENTERS, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Umom New Day Centers, Inc. reported $1,255 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,346 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (973rd of 1,285), and 9,221st of 11,911 in health care & social assistance. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 120 to 139 since 2022.

Plan summary
Net assets, end of year$3,053,682
Participants with balances118
Active participants139
Employer contributions$187,145
Employee contributions$212,396
Employer contribution per active participant$1,346
Average account balance$25,879
Benefits paid to participants$381,854
Plan auditUnmodified (clean) audit opinion
AuditorFESTER & CHAPMAN, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 118 accts · $187K emplr
2023$2.7M · 112 accts · $132K emplr
2022$2.1M · 115 accts · $150K emplr
The Umom New Day Centers, Inc. 401(k) match · 2024
Employer contribution per active participant$1,346
Median for plans this size$1,313
2024$1,346 per active participant
2023$935 per active participant
2022$1,248 per active participant

Umom New Day Centers, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,687

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,255 · 0.04%
2023Not separately reported
2022$1,012 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Twelfth One, LLC AZ$3.1M · 0.70%
Gompers AZ$2.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860521062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.