Original filing (PDF)20250415125056NAL0005615840001

UNITED WAY OF LICKING COUNTY

Name: UNITED WAY OF LICKING COUNTY — 403(B) THRIFT PLAN OF UNITED WAY OF LICKING COUNTY, Form 5500 (2024)
Creator: UNITED WAY OF LICKING COUNTY

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF UNITED WAY OF LICKING COUNTY

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

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