Original filing (PDF)20250604102823NAL0030300434001

UNITED WAY OF MARTIN COUNTY INC

Name: UNITED WAY OF MARTIN COUNTY INC — UNITED WAY OF MARTIN COUNTY INC, TAX DEFERRED 403 (B) RETIREMENT PLAN, Form 5500 (2024)
Creator: UNITED WAY OF MARTIN COUNTY INC

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF MARTIN COUNTY INC, TAX DEFERRED 403 (B) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF MARTIN COUNTY INC

EIN

23-7273540

Address

10 SE CENTRAL PARKWAY, STE. 101 · STUART, FL · 34994

Phone

(772) 283-4800

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