# United Way Of Greater Kansas City, INC. 403(b) Plan
Source: https://planprovider.pro/companies/united-way-of-greater-kansas-city-inc-403b-plan

> United Way Of Greater Kansas City, INC.'s 403(b) plan: 76 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 Kansas City, INC.

- **Sponsor EIN:** 440545812

- **Sponsor Address:** 4801 MAIN ST, SUITE 425, KANSAS CITY, MO, 641121239

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

- **Total Participants:** 76

- **Total Assets:** $7.5M

## 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.|

| 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|

| FORVIS MAZARS, LLP|Auditor|$15,881|—|$15,881|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,881

- **Estimated Expense Ratio:** 0.212% 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|

| 2024|$60,916|—|$45,035|$15,881|—|

| 2023|$53,786|—|$39,349|$14,437|—|

| 2022|$38,542|—|$38,542|—|—|

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