# Third Way Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/third-way-center-inc-403b-plan

> Third Way Center, INC.'s 403(b) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Third Way Center, INC.

- **Sponsor EIN:** 840599572

- **Sponsor Address:** 455 ACOMA ST, DENVER, CO, 80204

- **Plan Type:** 403(b)

- **Total Participants:** 178

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|178|$6.8M|$211,156|$419,729|

| 2023|170|$5.8M|$100,687|$323,110|

| 2022|172|$4.9M|$96,901|$316,766|

## 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 ADVISORY GROUP, LLC|INVESTMENT MGMT|$15,207|—|$15,207|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$14,766|—|$14,766|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$11,648|—|$11,648|

| PLANTE & MORAN LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,621

- **Estimated Expense Ratio:** 0.615% 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|$41,783|$30,135|—|—|—|

| 2023|$35,558|$25,201|—|—|—|

| 2022|$36,904|$25,366|$11,538|—|—|

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