Plan Snapshot
- Plan Sponsor: United Community Center
- Sponsor EIN: 391146191
- Sponsor Address: 1028 S. 9TH STREET, MILWAUKEE, WI, 53204
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $19.6M
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 | 568 | $19.6M | $1.2M | $1.3M |
| 2023 | 521 | $15.9M | $998,768 | $1.2M |
| 2022 | 511 | $14.1M | $845,525 | $1.2M |
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 |
|---|---|---|---|---|
| PPG RETIREMENT PLAN SERVICES | NONE | $39,111 | $453 | $39,564 |
| TRANSAMERICA | NONE | $22,516 | — | $22,516 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA — NONE
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,080
- Estimated Expense Ratio: 0.317% 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 | $61,655 | — | $61,655 | — | — |
| 2023 | $61,846 | — | $61,846 | — | — |
| 2022 | $61,259 | — | $61,259 | — | — |