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Original filing (PDF)20241014143040NAL0027564065001
UNITED WAY WORLDWIDE
Form 5500
FILING_RECEIVED
UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
318
Plan assets (EOY)
$41.0M
Net assets (EOY)
$41.0M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY WORLDWIDE.
Plan sponsor
Name
UNITED WAY WORLDWIDE
EIN
13-1635294
Address
701 N. FAIRFAX STREET · ALEXANDRIA, VA · 223144306
Phone
(703) 836-7100
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $45K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $20K | — |
| TRANSAMERICA RETIREMENT | 13-3689044 | — | NONE | $0 | — |
Investments
2 pooled funds· $3.0M(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | $3.0M | 7.2% |
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INSURANCE CO. · EIN 36-6071399 / PN 009 | Pooled Separate Account | $152 | <0.1% |