Original filing (PDF)20251008095252NAL0003174211001

UNITED WAY OF CHESTER COUNTY

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

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 CHESTER COUNTY.

Plan sponsor

Name

UNITED WAY OF CHESTER COUNTY

EIN

23-2131877

Address

150 JOHN ROBERT THOMAS DRIVE · EXTON, PA · 19341

Phone

(610) 429-9400

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

2025-10-08

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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