Umi Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Umi Company, Inc. 401(k) Plan Facts

Plan name
UMI COMPANY, INC. PROFIT SHARING 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
UMI COMPANY, INC.
Participants
261 (182 active employees)
Former employees with a balance
80
Plan assets
$12,582,150 at Sep 30, 2025
Average account balance
$59,350 across 212 accounts
Employer contributions
$321,244 in plan year 2024 (29% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
Oct 1, 1976
✓ 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 (Oct 1, 2024 – Sep 30, 2025), filed Jul 10, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.11 million went into the plan in contributions, $321,244 of it from the employer (29%).
  • $2.89 million was paid out to participants.
  • Investment and other income added $1.66 million.
  • Administrative expenses were $5,497, about $26 per account.

How the Umi Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019179$10.3 million$149,394$488,330
2020181$11.4 million$146,530$1.61 million
2021182$9.86 million$182,413$120,340
2022195$10.9 million$239,795$1.19 million
2023206$12.7 million$295,907$1.62 million
2024261$12.6 million$321,244$2.89 million

Umi Company, Inc. 401(k) Contact Information

Phone
952-935-8431
Mailing address
1520 S. 5TH ST, HOPKINS MN 553437812
Plan sponsor
UMI COMPANY, INC.
Employer identification number (EIN)
41-1397026
Plan number
001

Questions about the Umi Company, Inc. 401(k)

Does Umi Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $321,244, 29% of all contributions.

Does the Umi Company, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Umi Company, Inc 401(k) plan?

261 participants at the start of plan year 2024, 182 of them active employees, and 80 former employees who still had money in the plan.

What is the average 401(k) balance at Umi Company, Inc?

About $59,350 per account: $12.6 million in plan assets across 212 accounts with a balance at the end of plan year 2024.

Who manages the Umi Company, 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 Umi Company, 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.

Related Companies
Headquarter: 3499 ROUTE 9 SUITE 3-C, FREEHOLD, NJ, 077283277
Headquarter: P.O. BOX 1306, ROSEBURG, OR, 97470
Headquarter: 7750 WISCONSIN AVENUE, BETHESDA, MD, 20814
Headquarter: ROUTE 206 PROVINCE LINE ROAD, PRINCETON, NJ, 08543
Headquarter: 300 N COMMONS BLVD # W91, MAYFIELD VILLAGE, OH, 441431589