Original filing (PDF)20250611105124NAL0045185394001

UNITED WAY OF SHEBOYGAN COUNTY INC

Name: UNITED WAY OF SHEBOYGAN COUNTY INC — UNITED WAY OF SHEBOYGAN COUNTY 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: UNITED WAY OF SHEBOYGAN COUNTY INC

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF SHEBOYGAN COUNTY 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$209K

Net assets (EOY)

$209K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF SHEBOYGAN COUNTY INC

EIN

39-0808471

Address

2020 ERIE AVENUE · SHEBOYGAN, WI · 53081

Phone

(920) 458-3425

Industry

Health Care & Social Assistancesee all

Plan administrator