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.
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.
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, WILLIAMS MULLEN, PRINCIPAL LIFE INSURANCE, BCG.
