Original filing (PDF)20250729132608NAL0004761216001

UNITED WAY OF THE PLAINS

Name: UNITED WAY OF THE PLAINS — SAFE-HARBOR 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS, Form 5500 (2024)
Creator: UNITED WAY OF THE PLAINS

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 403(B) THRIFT PLAN OF UNITED WAY OF THE PLAINS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF THE PLAINS.

Plan sponsor

Name

UNITED WAY OF THE PLAINS

EIN