Uma Education, Inc. 401(k) Plan: Login, Facts & Contact Information

Uma Education, Inc. 401(k) Plan Facts

Plan name
UMA EDUCATION, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UMA EDUCATION, INC.
Participants
2,574 (3,151 active employees)
Former employees with a balance
512
Plan assets
$55,912,643 at Dec 31, 2024
Average account balance
$18,832 across 2,969 accounts
Employer contributions
$2,198,288 in plan year 2024 (21% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 2009
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.5 million went into the plan in contributions, $2.20 million of it from the employer (21%).
  • $5.11 million was paid out to participants.
  • Investment and other income added $6.23 million.
  • Administrative expenses were $138,022, about $46 per account.

How the Uma Education, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,058$17.9 million$700,505$2.25 million
20202,121$27.0 million$3.00 million$2.60 million
20213,776$32.7 million$879,866$4.45 million
20222,334$30.5 million$817,826$3.60 million
20232,249$44.4 million$1.50 million$3.94 million
20242,574$55.9 million$2.20 million$5.11 million

Uma Education, Inc. 401(k) Contact Information

Phone
813-898-2588
Mailing address
9309 N. FLORIDA AVE. SUITE 100, TAMPA FL 33612
Plan sponsor
UMA EDUCATION, INC.
Employer identification number (EIN)
47-2578950
Plan number
001

Questions about the Uma Education, Inc. 401(k)

Does Uma Education, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.20 million, 21% of all contributions.

Does the Uma Education, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Uma Education, Inc 401(k) plan?

2,574 participants at the start of plan year 2024, 3,151 of them active employees, and 512 former employees who still had money in the plan.

What is the average 401(k) balance at Uma Education, Inc?

About $18,832 per account: $55.9 million in plan assets across 2,969 accounts with a balance at the end of plan year 2024.

Who manages the Uma Education, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Uma Education, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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