# United Way Of Greater St. Louis INC. DB Plan
Source: https://planprovider.pro/companies/united-way-of-greater-st-louis-inc-430714167-001

> United Way Of Greater St. Louis INC.'s DB plan: 34 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 St. Louis INC.

- **Sponsor EIN:** 430714167

- **Sponsor Address:** C/O VANDER CORLISS, ST. LOUIS, MO, 631011018

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 34

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|34|$12.4M|$0|$0|

| 2023|38|$14.5M|$0|$0|

| 2022|43|$14.1M|$500,000|$0|

## 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|$121,000|—|$121,000|

| UNITED WAY OF GREATER ST|Recordkeeper|$55,495|—|$55,495|

| PRINCIPAL GLOBAL INVESTORS, LLC|Investment Advisor|$10,194|—|$10,194|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $186,689

- **Estimated Expense Ratio:** 1.511% 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|$102,376|—|$83,994|—|—|

| 2023|$210,332|—|$79,453|$10,700|—|

| 2022|$67,381|$20,759|$19,590|—|$10,400|

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