403(B) THRIFT PLAN FOR EMPLOYEES OF HEAD OF THE LAKES UNITED WAY
401(k) retirement plan
Active participants
11
Accounts w/ balance
27
Plan assets (EOY)
$503K
Net assets (EOY)
$503K
Plan health score
92
/ 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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEAD OF THE LAKES UNITED WAY.
Plan sponsor
Name
HEAD OF THE LAKES UNITED WAY
EIN
41-0857077
Address
314 W SUPERIOR ST, STE 750 · DULUTH, MN · 558021539
