# Mile High United Way, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mile-high-united-way-inc-401k-plan

> Mile High United Way, INC.'s 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kundinger-corder-and-montoya-pc) — 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|—|—|

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