Department of Labor filing

GREATER TWIN CITIES UNITED WAY

GREATER TWIN CITIES UNITED WAY 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 19, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$4,361

Reported employer contributions per active participant.

Higher than about 69% of comparable plans

#People in the filing

156

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$179 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 32% of comparable plans

↗Investment performance

Not available

Plan assets changed 7.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions69th percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense32nd percentileTypical peer $101 · based on 590 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GREATER TWIN CITIES UNITED WAY reported $680,311 in employer contributions across the plan and 156 active participants. That works out to $4,361 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy59%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 17.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context58/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $680,311
Participant contributions: $932,617
Other contributions: $3,280
Employer share of reported contributions: 42.2%
Beginning assets: $17,581,564
Ending assets: $18,912,833
Ending net assets: $18,912,833
Ending liabilities: $0
Total income: $4,034,003
Total expenses: $2,702,734
Administrative expenses: $45,738
Participant loans: $123,212

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,722

2023

$4,668

2024

$4,361

Plan-paid administrative expenses per participant

2022

$153

2023

$149

2024

$179

Active participants

2022

162

2023

147

2024

156

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,361	156	18.9M	20250919093858NAL0002339377001
2023	$4,668	147	17.6M	20241007131632NAL0026195200001
2022	$3,722	162	15.2M	20231003154518NAL0037869106001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 411973442-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2001
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2H2J2K2F2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
GLOBAL RETIREMENT PARTNERS LLC	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20250919093858NAL0002339377001

Data sourceDOL Form 5500 bulk data ↗

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