How big is United Way Fox Cities, Inc.'s plan?

United Way Fox Cities, Inc.'s plan reported $1.9M in assets and 21 participants for 2025.

Original filing (PDF)20260324141018NAL0004129874001

United Way Fox Cities, Inc.

Name: United Way Fox Cities, Inc. — United Way Fox Cities, Form 5500 (2025)
Creator: United Way Fox Cities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Way Fox Cities, Inc. 403(b) Plan

403(b) retirement plan · United Way Fox Cities, Inc.'s United Way Fox Cities, Inc. 403(b) Plan held $1.9M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

LISA Kogan-Praska signed United Way Fox Cities, Inc.'s 2025 Form 5500 as plan administrator.

LISA Kogan-Praska — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

United Way Fox Cities, Inc.'s EIN is 39-0912895.

EIN 39-0912895

Plan number 002

Plan year 2025

ACK ID 20260324141018NAL0004129874001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for United Way Fox Cities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

United Way Fox Cities, Inc.'s plan includes 403(b) custodial accounts, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

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

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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 (87th percentile).

Plan sponsor

Name

UNITED WAY FOX CITIES, INC.

EIN

all filings

Address

1455 MIDWAY ROAD · MENASHA, WI · 54952

Phone

(920) 954-7210

Industry

Other Services (ex. Public Admin)

Plan administrator