Original filing (PDF)20250724162913NAL0006516448001

UNITED WAY FOX CITIES, INC.

Name: UNITED WAY FOX CITIES, INC. — UNITED WAY FOX CITIES, INC. 403(B) PLAN, Form 5500 (2024)
Creator: UNITED WAY FOX CITIES, INC.

Form 5500-SF

FILING_RECEIVED

UNITED WAY FOX CITIES, INC. 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY FOX CITIES, INC..

Plan sponsor

Name

UNITED WAY FOX CITIES, INC.

EIN

39-0912895

Address

1455 MIDWAY ROAD · MENASHA, WI · 54952

Phone

(920) 954-7210

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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