Original filing (PDF)20240612101507NAL0013745523001

UNITED WAY ST. CROIX VALLEY, INC

Name: UNITED WAY ST. CROIX VALLEY, INC — UWSCV 403(B), Form 5500 (2023)
Creator: UNITED WAY ST. CROIX VALLEY, INC

Form 5500-SF

FILING_RECEIVED

UWSCV 403(B)

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY ST. CROIX VALLEY, INC

DBA

UNITED WAY ST. CROIX VALLEY

EIN

39-1372545

Address

201 SECOND STREET SOUTH · SUITE 300 · HUDSON, WI · 54016

Phone