· 2022–2024 · DOL EFAST2

UNITED WAY OF SOUTH WOOD AND A — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES, INC., Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250611110756NAL0027091952001

UNITED WAY OF SOUTH WOOD AND A

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES, INC.

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$602K

Net assets (EOY)

$602K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY OF SOUTH WOOD AND A.

Plan sponsor

Name

UNITED WAY OF SOUTH WOOD AND A

EIN

39-1212595

Address

351 OAK ST · WISCONSIN RAPIDS, WI · 544944362

Phone

(715) 421-0390

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

2025-06-11

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

CHICAGO JOBS COUNCIL

CHICAGO JOBS COUNCIL 403(B) PLAN

$602K · 11 participants

CBM MINISTRIES OF SOUTH CENTRAL PA

CBM MINISTRIES OF SOUTH CENTRAL PENNSYLVANIA

$602K · 15 participants

THE HEALTH FOUNDATION, INC.

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF THE HEALTH FOUNDATION, INC.

$603K · 9 participants

RIO GRANDE BIBLE MINISTRIES

RIO GRANDE BIBLE MINISTRIES - 403(B) RETIREMENT PLAN

$603K · 30 participants

BUILDERS EXCHANGE, INC.

BUILDERS EXCHANGE, INC. PROFIT SHARING PLAN