Plan Ledger DOL Form 5500 · updated monthly

Mile High United Way, Inc.401(k)

MILE HIGH UNITED WAY 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.34%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Mile High United Way, Inc. reported $43,837 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,830 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.20% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 677th-largest of 1,461 plans among Colorado employers on file, and the 1,360th of 3,341 in other services. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has shrunk from 135 to 118 since 2022.

Plan summary
Net assets, end of year$13,796,806
Participants with balances228
Active participants118
Employer contributions$451,937
Employee contributions$661,227
Employer contribution per active participant$3,830
Average account balance$60,512
Benefits paid to participants$925,000
Plan auditUnmodified (clean) audit opinion
AuditorKUNDINGER, CORDER & MONTOYA P.C
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 228 accts · $452K emplr
2023$11.9M · 228 accts · $487K emplr
2022$10.4M · 233 accts · $462K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,728
Investment management$18,109
Total administrative$43,837
The Mile High United Way, Inc. 401(k) match · 2024
Employer contribution per active participant$3,830
Median for plans this size$2,416
2024$3,830 per active participant
2023$4,307 per active participant
2022$3,424 per active participant

Mile High United Way, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CREATIVE PLANNING HOLDING CO., LLC · Investment management$18,109

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$43,837 · 0.34%
2023$28,937 · 0.26%
2022$22,996 · 0.20%
Same employer
Similar plansOther Services · Colorado
Goodwill of Colorado CO$17.6M · 0.98%
R & H Mechanical, Inc. CO$14.5M · 0.00%
Youth for Christ/Usa CO$13.2M · 0.72%
Denver Dumb Friends League CO$12.7M · 0.04%
The Resource Exchange, Inc. CO$11.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840404235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.