Original filing (PDF)20240930134852NAL0011270082001

UNITED WAY OF CAYUGA COUNTY, I

Name: UNITED WAY OF CAYUGA COUNTY, I — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF CAYUGA COUNTY, INC., Form 5500 (2023)
Creator: UNITED WAY OF CAYUGA COUNTY, I

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF CAYUGA COUNTY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF CAYUGA COUNTY, I

EIN

15-0586252all filings

Address

2 STATE ST STE 2 · AUBURN, NY · 130213625

Phone

(315) 253-9741

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