Original filing (PDF)20250710102626NAL0008557152001

UNITED WAY OF CENTRAL JERSEY,

Name: UNITED WAY OF CENTRAL JERSEY, — UNITED WAY OF CENTRAL JERSEY, INC., Form 5500 (2024)
Creator: UNITED WAY OF CENTRAL JERSEY,

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF CENTRAL JERSEY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF CENTRAL JERSEY,.

Plan sponsor

Name

UNITED WAY OF CENTRAL JERSEY,

EIN

22-1520408

Address

32 FORD AVE · MILLTOWN, NJ · 088501532

Phone

(732) 247-3727

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

2025-07-10

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

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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