# Greater Twin Cities United Way 401(k) Plan
Source: https://planprovider.pro/companies/greater-twin-cities-united-way-401k-plan

> Greater Twin Cities United Way's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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