UNITED WAY OF GREATER RICHMOND 401(k) Plan
What public Form 5500 filings show about the UNITED WAY OF GREATER RICHMOND 401(k) plan — and how to find and check your own account.
The UNITED WAY OF GREATER RICHMOND 401(k) on its latest Form 5500
UNITED WAY OF GREATER RICHMOND (EIN 23-7375346) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER RICHMOND & PETERSBURG on its most recent Form 5500, with $4.7M in plan assets across 34 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UNITED WAY OF GREATER RICHMOND filing — schedules, fees, and providers.
Who runs the UNITED WAY OF GREATER RICHMOND 401(k)?
UNITED WAY OF GREATER RICHMOND’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask UNITED WAY OF GREATER RICHMONDHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED WAY OF GREATER RICHMOND &, PRINCIPAL GLOBAL INVESTORS, PRINCIPAL LIFE INSURANCE, BCG, WILLIAMS MULLEN.
How to check your UNITED WAY OF GREATER RICHMOND 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UNITED WAY OF GREATER RICHMOND HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).