Plan Snapshot
- Plan Sponsor: United Way Of Greater Kansas City, INC.
- Sponsor EIN: 440545812
- Sponsor Address: 4801 MAIN ST, SUITE 425, KANSAS CITY, MO, 641121239
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 109
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 109 | $7.7M | $0 | $0 |
| 2024 | 76 | $7.5M | $615,119 | $425,343 |
| 2023 | 92 | $6.1M | $144,467 | $363,964 |
| 2022 | 77 | $5.3M | $411,893 | $305,386 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $48,501 | — | $48,501 |
| CREATIVE PLANNING, INC. | Investment Advisor | — | $20,000 | $20,000 |
| FORVIS MAZARS | Other Service Provider | $17,482 | — | $17,482 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,983
- Estimated Expense Ratio: 1.110% 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 |
|---|---|---|---|---|---|
| 2025 | $2,184,035 | — | $48,501 | $17,481 | — |
| 2024 | $60,916 | — | $45,035 | $15,881 | — |
| 2023 | $53,786 | — | $39,349 | $14,437 | — |
| 2022 | $38,542 | — | $38,542 | — | — |