Plan Ledger DOL Form 5500 · updated monthly

United Way for Greater Austin401(k)

403(B) THRIFT PLAN OF UNITED WAY FOR GREATER AUSTIN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

United Way for Greater Austin reported $1,736 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $637 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 5 years on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (4,528th of 5,688), and 2,628th of 3,341 in other services. In 2024, employees put in $3.68 for every $1.00 the employer contributed; active participation has grown from 64 to 142 since 2019.

Plan summary
Net assets, end of year$3,194,693
Participants with balances166
Active participants142
Employer contributions$90,448
Employee contributions$333,258
Employer contribution per active participant$637
Average account balance$19,245
Benefits paid to participants$159,588
Plan auditUnmodified (clean) audit opinion
AuditorMAXWELL LOCKE & RITTER LLP
Plan history6
Yearassets · accounts · employer contribution
2024$3.2M · 166 accts · $90K emplr
2023$2.5M · 176 accts · $72K emplr
2022$1.8M · 171 accts · $25K emplr
2021$2.0M · 125 accts
2020$1.7M · 121 accts
2019$2.0M · 124 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,736
Total administrative$1,736
The United Way for Greater Austin 401(k) match · 2024
Employer contribution per active participant$637
Median for plans this size$1,313
2024$637 per active participant
2023$489 per active participant
2022$183 per active participant

United Way for Greater Austin's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history6
2024$1,736 · 0.06%
2023$917 · 0.04%
2022$623 · 0.03%
2021$879 · 0.05%
2020$836 · 0.05%
2019$886 · 0.05%
Same employer
Similar plansOther Services · Texas
Anderton Group II, LTD. TX$3.4M · 1.09%
Texas Curb Cut, L.P. TX$3.3M · 0.30%
Resource Care TX$3.1M · 1.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741193439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.