# United Way Worldwide DB Plan
Source: https://planprovider.pro/companies/united-way-worldwide-plan-333

> United Way Worldwide's DB plan: 13 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 Worldwide

- **Sponsor EIN:** 131635294

- **Sponsor Address:** 701 N. FAIRFAX STREET, ALEXANDRIA, VA, 223144306

- **Plan Type:** DB

- **Total Participants:** 13

- **Total Assets:** $31.5M

## 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|13|$31.5M|$470,333|$0|

| 2023|14|$32.3M|$633,800|$0|

| 2022|19|$31.0M|$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|

| GRANT THORNTON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GRANT THORNTON LLC](https://planprovider.pro/provider/grant-thornton-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|$378,233|$27,007|$111,816|—|—|

| 2023|$393,492|$26,654|$100,550|—|—|

| 2022|$368,759|$10,000|$118,807|—|—|

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