Plan Snapshot
- Plan Sponsor: United Way For Greater Austin
- Sponsor EIN: 741193439
- Sponsor Address: 5930 MIDDLE FISKVILLE RD., 5TH F, AUSTIN, TX, 78752
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 142
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $3.2M | $90,448 | $333,258 |
| 2023 | 148 | $2.5M | $76,289 | $399,056 |
| 2022 | 223 | $1.8M | $0 | $0 |
| 2021 | 132 | $2.0M | $0 | $0 |
| 2020 | 128 | $1.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| MAXWELL LOCKE & RITTER LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,736 | — | — | — | — |
| 2023 | $917 | — | — | — | — |
| 2022 | $61,286 | — | — | — | — |
| 2021 | $126,674 | — | — | — | — |
| 2020 | $582,698 | — | — | — | — |