# United Way Of Connecticut, INC. DC Plan
Source: https://planprovider.pro/companies/united-way-of-connecticut-inc-plan-002

> United Way Of Connecticut, INC.'s DC plan: 345 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 Of Connecticut, INC.

- **Sponsor EIN:** 061084194

- **Sponsor Address:** 55 CAPITAL BOULEVARD, ROCKY HILL, CT, 06067

- **Plan Type:** DC

- **Total Participants:** 345

- **Total Assets:** $24.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|345|$24.7M|$1.3M|$1.3M|

| 2023|302|$22.0M|$1.3M|$1.2M|

| 2022|310|$18.4M|$1.2M|$919,992|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$43,857|—|$43,857|

| COHNREZNICK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,857

- **Estimated Expense Ratio:** 0.178% 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|$43,857|—|$43,857|—|—|

| 2023|$33,677|—|$33,677|—|—|

| 2022|$31,787|—|$31,787|—|—|

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