Plan Snapshot
- Plan Sponsor: United Way Of Metropolitan Dallas, INC.
- Sponsor EIN: 756005352
- Sponsor Address: 1800 N LAMAR STREET, DALLAS, TX, 752021701
- Plan Type: 403(b)
- Total Participants: 80
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 80 | $8.4M | $434,474 | $500,045 |
| 2023 | 86 | $8.7M | $481,747 | $531,638 |
| 2022 | 85 | $7.3M | $344,884 | $490,150 |
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 | CONTRACT ADMINISTRATOR | $47,620 | — | $47,620 |
| WOODBURY FINANCIAL SVCS | INVESTMENT ADVISORY | — | $9,539 | $9,539 |
| OSAIC WEALTH INC | INVESTMENT ADVISORY | — | $8,832 | $8,832 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — INVESTMENT ADVISORY
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,991
- Estimated Expense Ratio: 0.789% 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 | $47,621 | — | $47,621 | — | — |
| 2023 | $55,468 | — | $55,468 | — | — |
| 2022 | $49,647 | — | $49,647 | — | — |