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UNITED WAY OF MARATHON COUNTY — UNITED WAY OF MARATHON COUNTY 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241217110258NAL0001392627001
UNITED WAY OF MARATHON COUNTY
Form 5500-SF
FILING_RECEIVED
UNITED WAY OF MARATHON COUNTY 403(B) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
18
Accounts w/ balance
32
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNITED WAY OF MARATHON COUNTY
.
Find decision makers
Plan sponsor
Name
UNITED WAY OF MARATHON COUNTY
EIN
39-0935496
Address
705 SOUTH 24TH AVENUE, STE 400B · WAUSAU, WI · 54401
Phone
(715) 848-2927
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 1.0 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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