# United Way Of Greater Atlanta, INC 403(b) Plan
Source: https://planprovider.pro/companies/united-way-of-greater-atlanta-inc-403b-plan

> United Way Of Greater Atlanta, INC's 403(b) plan: 148 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 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](https://planprovider.pro/provider/ameritas-retirement-plans) — 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|—|—|

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