United Way Miami 401(k) match, vesting and fees
What United Way Miami's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Co LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| United Way Miami: employer contribution per participant | $3,739 | |
| Peer median | $1,468 |
| United Way Miami: average balance | $44,779 | |
| Peer median | $37,786 |
| United Way Miami: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $12.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 295 | $12.9M | $1.1M | $3,739 | 0.55% | Not published | Form 5500 ↗ |
Other United Way Miami plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Way Miami 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Metz Cpa PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
United Way of Miami-Dade, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ingham & Company | Schedule C ↗ |
| Independent auditor | Marcum LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does United Way Miami match 401(k) contributions?
The match terms for the United Way Miami 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $3,739 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Way Miami 401(k) match vested?
The vesting schedule for the United Way Miami 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Way Miami 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is United Way Miami, Inc..
I left United Way Miami. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Way Miami, Inc., (305) 646-7114) or the recordkeeper, Principal Life Insurance Company. The United Way Miami old 401(k) page lists the contacts from every plan filing. Find an old United Way Miami 401(k)
Data from the public Form 5500 annual reports United Way Miami filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with United Way Miami. Not financial advice. Report a correction · Methodology