# United Way Miami, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-way-miami-inc-590830840-004

> United Way Miami, INC.'s 401(k) plan: 282 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** United Way Miami, INC.

- **Sponsor EIN:** 590830840

- **Sponsor Address:** 3250 SW 3RD AVENUE, MIAMI, FL, 33219

- **Plan Type:** 401(k)

- **Plan Number:** 004

- **Total Participants:** 282

- **Total Assets:** $11.4M

## 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.|

| 2025|282|$11.4M|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$23,287|—|$23,287|

| MERRILL LYNCH, PIERCE, FENNER&SMITH|Investment Advisor|$11,199|—|$11,199|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,486

- **Estimated Expense Ratio:** 0.302% 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|

| 2025|$3,666,512|$11,199|$23,287|—|—|

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