Plan Snapshot
- Plan Sponsor: United Way Of San Antonio And Bexar County
- Sponsor EIN: 741272381
- Sponsor Address: 700 SOUTH ALAMO STREET, SAN ANTONIO, TX, 78205
- Plan Type: 403(b)
- Total Participants: 121
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 121 | $13.5M | $530,318 | $543,780 |
| 2023 | 129 | $12.5M | $462,848 | $464,707 |
| 2022 | 116 | $14.4M | $421,845 | $429,104 |
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 |
|---|---|---|---|---|
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — Auditor
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 | $16,742 | — | $16,602 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |