Plan Ledger DOL Form 5500 · updated monthly

United Way of Greater Houston401(k)

UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

United Way of Greater Houston reported $82,387 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $5,088 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 3 years on file its reported administrative ratio has held roughly steady near 0.292%. 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 1,576th-largest of 5,688 plans among Texas employers on file, and the 751st of 3,341 in other services. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 175 to 203 since 2022.

Plan summary
Net assets, end of year$28,941,298
Participants with balances279
Active participants203
Employer contributions$1,032,924
Employee contributions$1,171,199
Employer contribution per active participant$5,088
Average account balance$103,732
Benefits paid to participants$3,952,433
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 279 accts · $1.0M emplr
2023$27.5M · 275 accts · $946K emplr
2022$23.1M · 248 accts · $878K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,387
Total administrative$82,387
The United Way of Greater Houston 401(k) match · 2024
Employer contribution per active participant$5,088
Median for plans this size$2,416
2024$5,088 per active participant
2023$4,852 per active participant
2022$5,018 per active participant

United Way of Greater Houston'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$82,387
BLAZEK & VETTERLING · Accounting / auditindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$82,387 · 0.29%
2023$76,827 · 0.30%
2022$76,085 · 0.29%
Similar plansOther Services · Texas
Ypo, Inc. TX$32.0M · 0.17%
Saber Power Services, LLC TX$30.9M · 0.45%
Su Clinica Familiar, Inc. TX$29.2M · 0.12%
Dyopath LLC TX$24.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741167964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.