Plan Snapshot
- Plan Sponsor: United Way Of Greater Houston
- Sponsor EIN: 741167964
- Sponsor Address: 50 WAUGH DR, HOUSTON, TX, 770075813
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 203 | $28.9M | $1.0M | $1.2M |
| 2023 | 195 | $27.5M | $946,102 | $1.1M |
| 2022 | 175 | $23.2M | $878,188 | $915,903 |
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 |
|---|---|---|---|---|
| BLAZEK & VETTERLING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK & VETTERLING — 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 | $82,387 | — | $82,387 | — | — |
| 2023 | $76,827 | — | $76,827 | — | — |
| 2022 | $76,085 | — | $76,085 | — | — |