# United Way Of San Antonio And Bexar County DC Plan
Source: https://planprovider.pro/companies/united-way-of-san-antonio-and-bexar-county-plan

> United Way Of San Antonio And Bexar County's DC plan: 121 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 San Antonio And Bexar County

- **Sponsor EIN:** 741272381

- **Sponsor Address:** 700 SOUTH ALAMO STREET, SAN ANTONIO, TX, 78205

- **Plan Type:** DC

- **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|

| THE VANGUARD GROUP, INC.|NONE|$16,602|—|$16,602|

| ADKF, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ADKF, P.C.](https://planprovider.pro/provider/adkf-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,602

- **Estimated Expense Ratio:** 0.123% 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|$16,742|—|$16,602|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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