Original filing (PDF)20240619131545NAL0002453763001

UNITED WAY OF THE PIEDMONT, INC.

Name: UNITED WAY OF THE PIEDMONT, INC. — UNITED WAY OF THE PIEDMONT, INC. 401(K) PLAN, Form 5500 (2023)
Creator: UNITED WAY OF THE PIEDMONT, INC.

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF THE PIEDMONT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF THE PIEDMONT, INC.

EIN

57-0314377

Address

203 EAST MAIN STREET · SPARTANBURG, SC · 29319

Phone

(864) 582-7556

Industry