Retirement plan

UMPHREY'S MCGEE 401(K) PLAN

Name: UMPHREY'S MCGEE INC. - UMPHREY'S MCGEE 401(K) PLAN (2025) Form 5500
Creator: UMPHREY'S MCGEE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UMPHREY'S MCGEE 401(K) PLAN, UMPHREY'S MCGEE INC.

UMPHREY'S MCGEE INC.EIN 36-4477521Plan #001PY 2025

4619 N. RAVENSWOOD, #201B - CHICAGO, IL 60640773-842-7979

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+22.6% from 2024

Total participants

0.0% from 2024

Average account balance

$209,856

+22.6% from 2024

Annual return

17.71%

+4.78 pp from 2024

Benchmarks

See 4,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort4,672 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.57M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$210K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

130.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3608

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$61K

$4718 / participant

Other / not subdivided$61K100.0%

% of EOY assets

1.719%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,856

$162,529+29.1%

$130,788+60.5%

$154,746+35.6%

Participation rate

100.0%

75.9%+24.1pp

70.1%+29.9pp

80.7%+19.3pp

Annual return

17.71%

510.48%-492.8pp

386.44%-368.7pp

172.34%-154.6pp

Employer contribution / active EE

$3,477

$4,447-21.8%

$3,558-2.3%

$4,379-20.6%

Participant deferral / active EE

$9,292

$4,808+93.2%

$4,137+124.6%

$6,730+38.1%

Admin fee / account holder

$3,608

$7,669-53.0%

$6,673-45.9%

$14,365-74.9%

UMPHREY'S MCGEE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UMPHREY'S MCGEE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion