Plan Snapshot
- Plan Sponsor: United Way Of Greater Atlanta, INC
- Sponsor EIN: 580566194
- Sponsor Address: 40 COURTLAND STREET NE, ATLANTA, GA, 303033026
- Plan Type: 403(b)
- Total Participants: 148
- Total Assets: $18.3M
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 | 148 | $18.3M | $649,082 | $1.1M |
| 2023 | 148 | $15.8M | $612,425 | $1.0M |
| 2022 | 172 | $14.2M | $603,618 | $1.0M |
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 | CONTRACT ADMINISTRATOR | $39,727 | — | $39,727 |
| ONEDIGITAL INVESTMENT AD | INVESTMENT ADVISORY | $21,749 | — | $21,749 |
| CHERRY BEKAERT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT AD — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,476
- Estimated Expense Ratio: 0.335% 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 | $61,476 | $21,749 | $39,727 | — | — |
| 2023 | $65,976 | $28,526 | $37,450 | — | — |
| 2022 | $63,476 | $29,748 | $33,728 | — | — |