Plan Snapshot
- Plan Sponsor: United Way Of Greater Milwaukee & Waukesha County, INC.
- Sponsor EIN: 390806190
- Sponsor Address: 225 W VINE ST, MILWAUKEE, WI, 532123935
- Plan Type: DC
- Plan Number: 004
- Total Participants: 158
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 158 | $20.1M | $0 | $0 |
| 2024 | 85 | $18.4M | $569,261 | $463,900 |
| 2023 | 85 | $16.5M | $551,474 | $432,984 |
| 2022 | 86 | $14.3M | $462,368 | $452,611 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,966,364 | — | — | — | — |
| 2024 | $815 | — | — | — | — |
| 2023 | $192 | — | — | — | — |
| 2022 | $599 | — | — | — | — |