Original filing (PDF)20251009110906NAL0015869794001

UNITED WAYS OF VERMONT

Name: UNITED WAYS OF VERMONT — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAYS OF VERMONT, Form 5500 (2024)
Creator: UNITED WAYS OF VERMONT

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAYS OF VERMONT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$397K

Net assets (EOY)

$397K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

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 WAYS OF VERMONT.

Plan sponsor

Name

UNITED WAYS OF VERMONT

EIN

30-0192082all filings

Address

PO BOX 111 · ESSEX JUNCTION, VT · 054530111

Phone

(802) 861-0146

Industry

Health Care & Social Assistancesee 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

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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