Original filing (PDF)20260114131257NAL0030217746001

UNITED WAY OF SUMMIT & MEDINA

Name: UNITED WAY OF SUMMIT & MEDINA — UNITED WAY OF SUMMIT & MEDINA 403B SAVINGS PLAN, Form 5500 (2024)
Creator: UNITED WAY OF SUMMIT & MEDINA

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF SUMMIT & MEDINA 403B SAVINGS PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score

Above-average plan

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