# United Way Of Greater Toledo DB Plan
Source: https://planprovider.pro/companies/united-way-of-greater-toledo-plan-333

> United Way Of Greater Toledo's DB plan: 49 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 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|

| REHMANN ROBSON LLC|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|

| 2024|$312,769|$12,399|—|—|—|

| 2023|$366,132|$120,741|—|$26,415|—|

| 2022|$362,083|$136,210|—|—|$201,680|

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