LARA Keathley signed United Way for Southeastern Michigan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Way for Southeastern Michigan's EIN is 20-3099071.
Download the official 2024 Form 5500 (PDF) for United Way for Southeastern Michigan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Way for Southeastern Michigan's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISOR | 26-0058143 | — | ADVISOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 97.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $115K | 1.2% | |
| [Assets held in participant loans] | Other | — | — | $109K | 1.1% |
