# United Way Of The Midlands 401(k) Plan
Source: https://planprovider.pro/companies/united-way-of-the-midlands-401k-plan-002

> United Way Of The Midlands's 401(k) plan: 172 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 The Midlands

- **Sponsor EIN:** 470376605

- **Sponsor Address:** 1229 MILLWORK AVE, OMAHA, NE, 68102

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $6.3M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|172|$6.3M|$584,134|$445,266|

| 2023|136|$5.2M|$446,794|$308,123|

| 2022|119|$4.3M|$353,550|$249,312|

## 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|

| HBE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HBE LLP](https://planprovider.pro/provider/hbe-llp) — 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|$8,629|—|$8,629|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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