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

> United Way Of Greater Cleveland's 403(b) plan: 96 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 Cleveland

- **Sponsor EIN:** 346516654

- **Sponsor Address:** 1331 EUCLID AVE., CLEVELAND, OH, 441151819

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

- **Total Participants:** 96

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|96|$7.4M|$361,174|$423,212|

| 2023|104|$6.7M|$317,281|$403,625|

| 2022|102|$6.4M|$297,763|$426,273|

## 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|

| EIDE BAILLY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — 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|$42,513|—|—|—|—|

| 2023|$38,353|—|—|—|—|

| 2022|$41,601|—|$41,601|—|—|

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