Plan Ledger DOL Form 5500 · updated monthly

Umongous Inc401(k)

UMONGOUS INC 401(K) PROFIT SHARING PLAN & TRUST · MARLTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Umongous Inc reported $39,970 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $3,351 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Jersey (1,672nd of 2,419), and 8,761st of 11,654 in professional & technical services. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,805,474
Participants with balances145
Active participants113
Employer contributions$378,688
Employee contributions$954,815
Employer contribution per active participant$3,351
Average account balance$53,831
Benefits paid to participants$176,896
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,259
Investment management$25,711
Total administrative$39,970
The Umongous Inc 401(k) match · 2024
Employer contribution per active participant$3,351
Median for plans this size$1,313

Umongous Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
PAYCHEX, INC. · Recordkeeping$14,184
LEVY WEALTH MANAGEMENT GROUP · Investment advisory (participants)$18,641
WEALTH ENHANCEMENT ADVISORY SERVICE · Investment advisory (participants)$5,095

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

Administrative cost history1
2024$39,970 · 0.61%
Similar plansProfessional & Technical Services · New Jersey
3I Infotech, Inc. NJ$8.4M · 0.68%
Aequor Technologies, LLC NJ$7.8M · 0.79%
Boll & Branch LLC NJ$7.8M · 0.78%
Payrolling Partners, Inc NJ$7.7M · 1.06%
Electrifai LLC NJ$7.7M · 0.34%
Prutech Solutions, Inc. NJ$7.6M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460808307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.