Plan Snapshot
- Plan Sponsor: Metro United Way, INC.
- Sponsor EIN: 610444680
- Sponsor Address: 334 E. BROADWAY, LOUISVILLE, KY, 402021739
- Plan Type: DB
- Total Participants: 21
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 21 | $14.5M | $0 | $0 |
| 2023 | 22 | $14.7M | $0 | $0 |
| 2022 | 23 | $13.3M | $296,550 | $0 |
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 |
|---|---|---|---|---|
| HARDING, SHYMANSKI & COMPANY, P.S.C | Auditor | — | — | $0 |
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 | $70,726 | $10,426 | $60,300 | — | — |
| 2023 | $68,575 | $9,975 | $58,600 | — | — |
| 2022 | $42,495 | — | $42,495 | — | — |