Plan Snapshot
- Plan Sponsor: United Way Of Central Maryland, INC
- Sponsor EIN: 521256292
- Sponsor Address: 1800 WASHINGTON BLVD., SUITE 340, BALTIMORE, MD, 21230
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 208 | $19.0M | $490,794 | $971,115 |
| 2023 | 217 | $16.6M | $461,154 | $894,509 |
| 2022 | 204 | $12.7M | $378,444 | $789,594 |
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 |
|---|---|---|---|---|
| SB & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SB & COMPANY, LLC — 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 | $4,113 | — | — | — | — |
| 2023 | $4,775 | — | $4,775 | — | — |
| 2022 | $2,050 | — | $2,050 | — | — |