Original filing (PDF)20260127115008NAL0002982817001

UNITED WAY OF WESTCHESTER AND

Name: UNITED WAY OF WESTCHESTER AND — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC., Form 5500 (2024)
Creator: UNITED WAY OF WESTCHESTER AND

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY OF WESTCHESTER AND.

Plan sponsor

Name

UNITED WAY OF WESTCHESTER AND

EIN

13-1997636

Address

336 CENTRAL PARK AVE · WHITE PLAINS, NY · 106061502

Phone

(914) 997-6700

Industry