Plan Ledger DOL Form 5500 · updated monthly

United Way of Greater Milwaukee and Waukesha County, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE AND WAUKESHA COUNTY, INC. · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

United Way of Greater Milwaukee and Waukesha County, Inc. reported $815 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,697 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 0.004% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 917th-largest of 1,936 plans among Wisconsin employers on file, and the 3,910th of 11,911 in health care & social assistance. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,359,424
Participants with balances155
Active participants85
Employer contributions$569,261
Employee contributions$463,900
Employer contribution per active participant$6,697
Average account balance$118,448
Benefits paid to participants$1,499,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 155 accts · $569K emplr
2023$16.5M · 158 accts · $551K emplr
2022$14.3M · 155 accts · $462K emplr
The United Way of Greater Milwaukee and Waukesha County, Inc. 401(k) match · 2024
Employer contribution per active participant$6,697
Median for plans this size$2,416
2024$6,697 per active participant
2023$6,488 per active participant
2022$5,376 per active participant

United Way of Greater Milwaukee and Waukesha County, 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,010

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$815 · 0.00%
2023$192 · 0.00%
2022$599 · 0.00%
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Cumberland Healthcare WI$18.7M · 0.37%
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First Impressions, S.C. WI$17.8M · 0.33%
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Source: U.S. Department of Labor, Form 5500 series, EIN 390806190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.