How big is Rappahannock United Way's plan?

Rappahannock United Way's plan reported $814K in assets and 10 participants for 2024.

Original filing (PDF)20251015090807NAL0002062755001

Rappahannock United Way

Name: Rappahannock United Way — Form 5500 (2024)
Creator: Rappahannock United Way
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Rappahannock United Way held $814K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

People on this filing

ANN Myers signed Rappahannock United Way's 2024 Form 5500 as plan administrator.

ANN Myers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rappahannock United Way's EIN is 54-6042936.

EIN 54-6042936

Plan number 001

Plan year 2024

ACK ID 20251015090807NAL0002062755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rappahannock United Way from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rappahannock United Way's plan includes a 401(k) feature.

Decision-maker contacts

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

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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 (96th percentile).

Plan sponsor

Name

RAPPAHANNOCK UNITED WAY

EIN

all filings

Address

3310 SHANNON PARK DR · FREDERICKSBURG, VA · 224082379

Phone

(540) 373-0041

Industry

Other Services (ex. Public Admin)

Plan administrator