Plan Snapshot
- Plan Sponsor: United Way Of Greater Cleveland
- Sponsor EIN: 346516654
- Sponsor Address: 1331 EUCLID AVE., CLEVELAND, OH, 441151854
- Plan Type: DB
- Total Participants: 6
- Total Assets: $8.5M
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 | 6 | $8.5M | $120,500 | $0 |
| 2023 | 10 | $8.1M | $212,420 | $0 |
| 2022 | 13 | $8.0M | $159,040 | $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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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 | $8,133 | — | — | — | — |
| 2023 | $121,615 | — | — | — | — |
| 2022 | $114,835 | — | — | — | $8,505 |