· 2022–2024 · DOL EFAST2

UNITED WAY OF GREATER NIAGARA — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER NIAGARA, Form 5500 (2024)

Original filing (PDF)20250710130421NAL0015158258001

UNITED WAY OF GREATER NIAGARA

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER NIAGARA

401(k) retirement plan

Active participants

7

Accounts w/ balance

6

Plan assets (EOY)

$430K

Net assets (EOY)

$430K

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

70

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF GREATER NIAGARA

EIN

27-2320588all filings

Address

6420 INDUCON DR W STE B2 · SANBORN, NY · 141329025

Phone

(716) 731-4580

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

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

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

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