403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF OLMSTED COUNTY, INC.
403(b) retirement plan
Active participants
16
Accounts w/ balance
27
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score
89
/ 100
Grade A
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
61
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF OLMSTED COUNTY,.
Plan sponsor
Name
UNITED WAY OF OLMSTED COUNTY,
EIN
41-0695594
Address
903 W CENTER ST STE 100 · ROCHESTER, MN · 559026278
