What public Form 5500 filings show about the United Way of Madison County, Inc. 401(k) plan — and how to find and check your own account.
United Way of Madison County, Inc. (EIN 63-0366294) reports TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MADISON COUNTY, INC. on its most recent Form 5500, with $431K in plan assets across 3 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 Madison County, Inc. filing — schedules, fees, and providers.
United Way of Madison County, Inc.’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 Madison County, Inc.HR for the recordkeeper’s name and login.
