Plan Snapshot
- Plan Sponsor: United Way Of New York City
- Sponsor EIN: 132617681
- Sponsor Address: 205 E. 42ND STREET, NY, NY, 10017
- Plan Type: DB
- Total Participants: 7
- Total Assets: $14.0M
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 | 7 | $14.0M | $440 | $0 |
| 2023 | 9 | $15.2M | $7,201 | $0 |
| 2022 | 11 | $14.9M | $0 | $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 |
|---|---|---|---|---|
| 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 | $245,972 | — | — | — | — |
| 2023 | $64,146 | — | — | — | — |
| 2022 | $71,952 | — | $50,224 | — | $7,146 |