Plan Snapshot
- Plan Sponsor: United Way Of Greater Philadelphia And Southern New Jersey
- Sponsor EIN: 231556045
- Sponsor Address: 1800 JFK BOULEVARD, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 24 | $10.4M | $167,768 | $331,290 |
| 2023 | 43 | $11.4M | $321,050 | $253,316 |
| 2022 | 46 | $11.0M | $198,864 | $299,583 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $34,995 | — | $5,000 | — | — |
| 2023 | $45,386 | — | $10,000 | — | — |
| 2022 | $44,422 | $44,422 | — | — | — |