Plan Ledger DOL Form 5500 · updated monthly

United Migrant Opportunity Services Umos, Inc.401(k)

UNITED MIGRANT OPPORTUNITY SERVICES / UMOS, INC. 401(K) AND RETIREMENT PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

United Migrant Opportunity Services Umos, Inc. reported $8,906 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,701 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 rose from 0.03% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 923rd-largest of 1,936 plans among Wisconsin employers on file, and the 1,130th of 3,341 in other services. In 2024, the employer put in $2.24 for every $1.00 employees contributed themselves; active participation has grown from 804 to 894 since 2022.

Plan summary
Net assets, end of year$18,217,361
Participants with balances1,113
Active participants894
Employer contributions$1,520,690
Employee contributions$679,290
Employer contribution per active participant$1,701
Average account balance$16,368
Benefits paid to participants$2,173,582
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPA
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 1,113 accts · $1.5M emplr
2023$16.1M · 1,032 accts · $1.4M emplr
2022$14.3M · 959 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,906
Total administrative$8,906
The United Migrant Opportunity Services Umos, Inc. 401(k) match · 2024
Employer contribution per active participant$1,701
Median for plans this size$2,416
2024$1,701 per active participant
2023$1,564 per active participant
2022$1,318 per active participant

United Migrant Opportunity Services Umos, Inc.'s 2024 employer contribution ran below the $2,416 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
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee (discretionary)$5,242

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$8,906 · 0.05%
2023$5,242 · 0.03%
2022$5,200 · 0.03%
Same employer
Similar plansOther Services · Wisconsin
State Bar of Wisconsin WI$22.2M · 0.13%
Triosim Corporation WI$12.7M · 0.16%
Streamworks, LLC WI$12.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391047172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.