# United Way Of New York 401(k) Plan
Source: https://planprovider.pro/companies/united-way-of-new-york-401k-plan

> United Way Of New York's 401(k) plan: 107 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 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|—|—|

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