Plan Ledger DOL Form 5500 · updated monthly

United Way of Greater Atlanta, Inc403(b)

THE THRIFT PLAN OF THE UNITED WAY OF GREATER ATLANTA · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

United Way of Greater Atlanta, Inc reported $61,476 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $4,386 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 fell from 0.41% to 0.36%. 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 919th-largest of 2,160 plans among Georgia employers on file, and the 1,120th of 3,341 in other services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has shrunk from 172 to 148 since 2022.

Plan summary
Net assets, end of year$18,327,960
Participants with balances216
Active participants148
Employer contributions$649,082
Employee contributions$1,054,296
Employer contribution per active participant$4,386
Average account balance$84,852
Benefits paid to participants$1,238,825
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 216 accts · $649K emplr
2023$15.8M · 219 accts · $612K emplr
2022$14.2M · 243 accts · $604K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,727
Investment management$21,749
Total administrative$61,476
Employer contributions to the United Way of Greater Atlanta, Inc plan · 2024
Employer contribution per active participant$4,386
Median for plans this size$2,416
2024$4,386 per active participant
2023$4,138 per active participant
2022$3,509 per active participant

United Way of Greater Atlanta, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,727
ONEDIGITAL INVESTMENT AD · Investment advisory (plan)$21,749

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$61,476 · 0.36%
2023$65,976 · 0.44%
2022$63,476 · 0.41%
Same employer
Similar plansOther Services · Georgia
Aspirion Health Resources GA$24.0M · 0.62%
The Ogeechee Group, Inc. GA$20.0M · 0.15%
Points of Light Foundation GA$14.8M · 0.32%
Blake & Pendleton, Inc. GA$14.6M · 0.02%
Syfan Logistics, Inc. GA$14.3M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580566194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.