Original filing (PDF)20250728061444NAL0000570051001

UNITED WAY OF TRUMBULL COUNTY

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

Form 5500-SF

FILING_RECEIVED

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

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF TRUMBULL COUNTY

EIN

34-1083629

Address

295 HARMON AVENUE NW · WARREN, OH · 44483

Phone

(330) 369-1000

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