Plan Snapshot
- Plan Sponsor: United Way Of New York
- Sponsor EIN: 132617681
- Sponsor Address: 205 EAST 42ND STREET, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 107 | $5.9M | $236,186 | $673,663 |
| 2023 | 90 | $5.7M | $192,593 | $565,959 |
| 2022 | 91 | $4.5M | $241,213 | $554,411 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $16,505 | — | $16,505 | — | — |
| 2023 | $8,925 | — | $8,925 | — | — |
| 2022 | $920 | — | $920 | — | — |