# United Way For Greater Austin 403(b) Plan
Source: https://planprovider.pro/companies/united-way-for-greater-austin-plan

> United Way For Greater Austin's 403(b) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** 403(b)

- **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|136|$1.8M|$20,984|$153,513|

| 2019|64|$2.0M|$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|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MAXWELL LOCKE & RITTER LLP](https://planprovider.pro/provider/maxwell-locke-and-ritter-llp) — Auditor

## 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|$623|—|—|—|—|

| 2019|$886|—|—|—|—|

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