Plan Snapshot
- Plan Sponsor: Mile High United Way, INC.
- Sponsor EIN: 840404235
- Sponsor Address: 711 PARK AVENUE WEST, DENVER, CO, 80205
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $13.8M
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 | 118 | $13.8M | $451,937 | $661,227 |
| 2023 | 113 | $11.9M | $486,735 | $690,834 |
| 2022 | 135 | $10.4M | $462,272 | $599,178 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $25,728 | — | $25,728 |
| CREATIVE PLANNING HOLDING CO., LLC | INVESTMENT MANAGEMENT | $18,109 | — | $18,109 |
| KUNDINGER, CORDER & MONTOYA P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUNDINGER, CORDER & MONTOYA P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,837
- Estimated Expense Ratio: 0.318% of plan assets
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 | $43,837 | $18,109 | — | — | — |
| 2023 | $28,937 | — | — | — | — |
| 2022 | $22,996 | — | $22,996 | — | — |