Plan Snapshot
- Plan Sponsor: United Way Of Greater Atlanta, INC.
- Sponsor EIN: 580566194
- Sponsor Address: 40 COURTLAND STREET, N.E., ATLANTA, GA, 303033026
- Plan Type: DB
- Total Participants: 57
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 57 | $17.3M | $771,000 | $0 |
| 2023 | 57 | $16.0M | $750,000 | $0 |
| 2022 | 60 | $14.1M | $782,500 | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $123,308 | — | — | — | — |
| 2023 | $230,572 | — | — | — | — |
| 2022 | $219,335 | — | $219,335 | — | — |