Plan Snapshot
- Plan Sponsor: United Way Of Greater Toledo
- Sponsor EIN: 344427947
- Sponsor Address: 1001 MADISON AVE., SUITE 100, TOLEDO, OH, 43604
- Plan Type: DB
- Total Participants: 49
- Total Assets: $34.4M
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 | 49 | $34.4M | $848,507 | $0 |
| 2023 | 49 | $34.5M | $171,580 | $0 |
| 2022 | 78 | $33.3M | $123,675 | $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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $112,516 | — | $112,516 |
| MG TRUST CO D/B/A MATRIX TRUST | Custodian / Trustee | $34,346 | — | $34,346 |
| REHMANN ROBSON LLC | Other Service Provider | $12,399 | — | $12,399 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MG TRUST CO D/B/A MATRIX TRUST — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,261
- Estimated Expense Ratio: 0.463% 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 | $312,769 | $12,399 | — | — | — |
| 2023 | $366,132 | $120,741 | — | $26,415 | — |
| 2022 | $362,083 | $136,210 | — | — | $201,680 |