Plan Snapshot
- Plan Sponsor: Greater Twin Cities United Way
- Sponsor EIN: 411973442
- Sponsor Address: 404 SOUTH 8TH STREET, MINNEAPOLIS, MN, 55404
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 156 | $18.9M | $680,311 | $932,617 |
| 2023 | 147 | $17.6M | $686,196 | $888,095 |
| 2022 | 162 | $15.2M | $603,016 | $867,523 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $45,738 | — | $45,738 | — | — |
| 2023 | $38,786 | — | $38,786 | — | — |
| 2022 | $37,805 | — | $37,805 | — | — |