· 2022–2024 · DOL EFAST2

UNITED WAY OF DANE COUNTY — UNITED WAY OF DANE COUNTY DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250815095329NAL0029923810001

UNITED WAY OF DANE COUNTY

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF DANE COUNTY DEFINED CONTRIBUTION PENSION PLAN

Defined-contribution retirement plan

Active participants

71

Accounts w/ balance

93

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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

57

Vendor & structure

100

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 WAY OF DANE COUNTY.

Plan sponsor

Name

UNITED WAY OF DANE COUNTY

EIN

39-0817532

Address

P O BOX 7548 2059 ATWOOD AVE. · MADISON, WI · 53707

Phone

(608) 246-4397

Industry

Other Services (ex. Public Admin)see 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

2025-08-15

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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