Original filing (PDF)20251125145357NAL0001719907001

UNITED WAY OF ERIE COUNTY

Name: UNITED WAY OF ERIE COUNTY — DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF ERIE COUNTY, Form 5500 (2024)
Creator: UNITED WAY OF ERIE COUNTY

Form 5500-SF

FILING_RECEIVED

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF ERIE COUNTY

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 ERIE COUNTY.

Plan sponsor

Name

UNITED WAY OF ERIE COUNTY

EIN

25-1053091

Address

650 EAST AVE STE 200 · ERIE, PA · 165031535

Phone

(814) 456-2937

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-25

Pension benefit codes

2G · Total participant-directed accounts

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

2E · Profit-sharing

2T · Default investment account (QDIA)

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

Related plans

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ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES 401K PLAN

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CALIFORNIA ASSOCIATION OF SANITATION AGENCIES

CALIFORNIA ASSOCIATION OF SANITATION AGENCIES 401(K) PLAN

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WESTERN LOS ANGELES COUNTY COUNCIL, INC. BOY SCOUTS OF AMERICA

403(B) THRIFT PLAN OF WESTERN LOS ANGELES COUNTY COUNCIL, INC. BOY SCOUTS OF AMERICA

$1.9M · 6 participants