Original filing (PDF)20250731132148NAL0013310114001

UNITED WAY OF THE GREATER CAPI

Name: UNITED WAY OF THE GREATER CAPI — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF THE GREATER CAPITAL REGION, INC., Form 5500 (2024)
Creator: UNITED WAY OF THE GREATER CAPI

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF THE GREATER CAPITAL REGION, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF THE GREATER CAPI.

Plan sponsor

Name

UNITED WAY OF THE GREATER CAPI

EIN

14-1364505

Address

P.O. BOX 13865 · 1 UNITED WAY · ALBANY, NY · 122055588

Phone

(518) 456-2200

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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