# United Community Center 401(k) Plan
Source: https://planprovider.pro/companies/united-community-center-401k-plan

> United Community Center's 401(k) plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — NONE

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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|—|—|

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