# United Way For Southeastern Michigan 403(b) Plan
Source: https://planprovider.pro/companies/united-way-for-southeastern-mi-403b-plan

> United Way For Southeastern Michigan's 403(b) plan: 158 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 Southeastern Michigan

- **Sponsor EIN:** 203099071

- **Sponsor Address:** 3011 W GRAND BLVD, SUITE 500, DETROIT, MI, 48202

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

- **Total Participants:** 158

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|158|$9.8M|$267,608|$950,233|

| 2023|204|$9.4M|$273,591|$988,292|

| 2022|207|$7.6M|$253,063|$878,633|

## 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|

| SENTINEL BENEFITS GROUP, INC.|TPA|$35,949|—|$35,949|

| CAPTRUST FINANCIAL ADVISOR|ADVISOR|$23,533|—|$23,533|

| PLANTE MORAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — TPA

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,482

- **Estimated Expense Ratio:** 0.609% 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|$64,357|$23,533|—|—|—|

| 2023|$58,036|$23,072|—|—|—|

| 2022|$54,316|$22,620|—|—|$31,696|

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