# United Way Of Metropolitan Dallas, INC. 403(b) Plan
Source: https://planprovider.pro/companies/united-way-of-metropolitan-dallas-inc-403b-plan

> United Way Of Metropolitan Dallas, INC.'s 403(b) plan: 80 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 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](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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