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

> United Way Of Greater Atlanta, INC.'s DB plan: 57 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, 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|

| ONEDIGITAL INVESTMENT ADVISORS|NONE|$28,000|—|$28,000|

| CHARLES SCHWAB TRUST BANK|NONE|$8,915|—|$8,915|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](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:** $36,915

- **Estimated Expense Ratio:** 0.213% 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|$123,308|—|—|—|—|

| 2023|$230,572|—|—|—|—|

| 2022|$219,335|—|$219,335|—|—|

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