United Way of New York 401(k) Plan

The United Way of New York 401(k) on its latest Form 5500

United Way of New York (EIN 13-2617681) reports UNITED WAY OF NEW YORK CITY 401(K) PLAN on its most recent Form 5500, with $5.9M in plan assets across 107 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 New York filing — schedules, fees, and providers.

Who runs the United Way of New York 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Way of New York 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL TRUST, USI CONSULTING GROUP.

How to check your United Way of New York 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask United Way of New York 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).