United Migrant Opportunity Services Umos, Inc. 401(k) Plan: Login, Facts & Contact Information

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

Plan name
UNITED MIGRANT OPPORTUNITY SERVICES / UMOS, INC. 401(K) AND RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
UNITED MIGRANT OPPORTUNITY SERVICES UMOS, INC.
Participants
1,323 (894 active employees)
Former employees with a balance
432
Plan assets
$18,224,770 at Dec 31, 2024
Average account balance
$16,374 across 1,113 accounts
Employer contributions
$1,520,690 in plan year 2024 (69% of all contributions)
Recordkeeper
Alerus Financial, N.a.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1990
— 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 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.21 million went into the plan in contributions, $1.52 million of it from the employer (69%).
  • $2.17 million was paid out to participants.
  • Investment and other income added $2.06 million.
  • Administrative expenses were $8,906, about $8 per account.

How the United Migrant Opportunity Services Umos, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019619$13.6 million$442,052$1.04 million
2020546$14.8 million$460,895$1.21 million
2021724$17.5 million$537,133$625,911
20221,265$14.3 million$1.06 million$2.23 million
20231,279$16.1 million$1.38 million$2.43 million
20241,323$18.2 million$1.52 million$2.17 million

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

Phone
414-389-6000
Mailing address
2701 S. CHASE STREET, MILWAUKEE WI 532071450
Plan sponsor
UNITED MIGRANT OPPORTUNITY SERVICES UMOS, INC.
Employer identification number (EIN)
39-1047172
Plan number
001

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

Does United Migrant Opportunity Services Umos, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.52 million in employer contributions for plan year 2024.

Does the United Migrant Opportunity Services Umos, Inc 401(k) have automatic enrollment?

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

How many people are in the United Migrant Opportunity Services Umos, Inc 401(k) plan?

1,323 participants at the start of plan year 2024, 894 of them active employees, and 432 former employees who still had money in the plan.

What is the average 401(k) balance at United Migrant Opportunity Services Umos, Inc?

About $16,374 per account: $18.2 million in plan assets across 1,113 accounts with a balance at the end of plan year 2024.

Who manages the United Migrant Opportunity Services Umos, Inc 401(k) accounts?

Alerus (listed on the filing as ALERUS FINANCIAL, N.A.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at United Migrant Opportunity Services Umos, Inc. How do I access my 401(k)?

Your account stays with Alerus 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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