# United Way Of Greater Cincinnati 403(b) Plan
Source: https://planprovider.pro/companies/united-way-of-greater-cincinnati-403b-plan

> United Way Of Greater Cincinnati's 403(b) plan: 97 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 Cincinnati

- **Sponsor EIN:** 310537502

- **Sponsor Address:** 2400 READING ROAD, CINCINNATI, OH, 45202

- **Plan Type:** 403(b)

- **Total Participants:** 97

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|97|$9.0M|$164,800|$513,057|

| 2023|94|$8.5M|$113,444|$467,736|

| 2022|83|$8.1M|$123,192|$372,916|

## 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|

| BARNES DENNIG|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BARNES DENNIG](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## 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|$42,259|$14,846|—|—|—|

| 2023|$45,966|$18,849|—|$12,350|—|

| 2022|$46,127|—|$46,127|—|—|

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